WFG Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $89K | Buy |
1,194
+132
| +12% | +$9.84K | 0.02% | 554 |
|
|
2017
Q1 | $79K | Sell |
1,062
-264
| -20% | -$19.6K | 0.02% | 547 |
|
|
2016
Q4 | $96K | Sell |
1,326
-86
| -6% | -$6.23K | 0.02% | 532 |
|
|
2016
Q3 | $94K | Buy |
1,412
+274
| +24% | +$18.2K | 0.02% | 536 |
|
|
2016
Q2 | $73K | Buy |
1,138
+352
| +45% | +$22.6K | 0.02% | 585 |
|
|
2016
Q1 | $49K | Buy |
786
+42
| +6% | +$2.62K | 0.01% | 668 |
|
|
2015
Q4 | $44K | Sell |
744
-104
| -12% | -$6.15K | 0.01% | 698 |
|
|
2015
Q3 | $49K | Sell |
848
-42
| -5% | -$2.43K | 0.02% | 644 |
|
|
2015
Q2 | $57K | Buy |
890
+56
| +7% | +$3.59K | 0.02% | 690 |
|
|
2015
Q1 | $55K | Sell |
834
-634
| -43% | -$41.8K | 0.02% | 700 |
|
|
2014
Q4 | $94K | Buy |
1,468
+294
| +25% | +$18.8K | 0.02% | 660 |
|
|
2014
Q3 | $71K | Buy |
1,174
+42
| +4% | +$2.54K | 0.01% | 792 |
|
|
2014
Q2 | $72K | Buy |
1,132
+62
| +6% | +$3.94K | 0.01% | 773 |
|
|
2014
Q1 | $64K | Sell |
1,070
-230
| -18% | -$13.8K | 0.01% | 801 |
|
|
2013
Q4 | $76K | Sell |
1,300
-176
| -12% | -$10.3K | 0.01% | 850 |
|
|
2013
Q3 | $80K | Buy |
1,476
+204
| +16% | +$11.1K | 0.01% | 771 |
|
|
2013
Q2 | $64K | Buy |
+1,272
| New | +$64K | 0.01% | 799 |
|