WFG Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $99K | Buy |
2,020
+1,120
| +124% | +$54.9K | 0.02% | 531 |
|
|
2017
Q1 | $43K | Sell |
900
-68
| -7% | -$3.25K | 0.01% | 695 |
|
|
2016
Q4 | $44K | Buy |
968
+480
| +98% | +$21.8K | 0.01% | 739 |
|
|
2016
Q3 | $21K | Buy |
488
+408
| +510% | +$17.6K | 0.01% | 935 |
|
|
2016
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1322 |
|
|
2016
Q1 | $3K | Buy |
80
+24
| +43% | +$900 | ﹤0.01% | 1280 |
|
|
2015
Q4 | $2K | Sell |
56
-144
| -72% | -$5.14K | ﹤0.01% | 1367 |
|
|
2015
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 1146 |
|
|
2015
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1240 |
|
|
2015
Q1 | $8K | Sell |
200
-2,700
| -93% | -$108K | ﹤0.01% | 1255 |
|
|
2014
Q4 | $116K | Sell |
2,900
-528
| -15% | -$21.1K | 0.02% | 591 |
|
|
2014
Q3 | $130K | Buy |
3,428
+304
| +10% | +$11.5K | 0.02% | 571 |
|
|
2014
Q2 | $123K | Sell |
3,124
-5,212
| -63% | -$205K | 0.02% | 589 |
|
|
2014
Q1 | $319K | Sell |
8,336
-4,424
| -35% | -$169K | 0.06% | 338 |
|
|
2013
Q4 | $479K | Buy |
12,760
+5,312
| +71% | +$199K | 0.07% | 320 |
|
|
2013
Q3 | $259K | Buy |
7,448
+28
| +0.4% | +$974 | 0.04% | 423 |
|
|
2013
Q2 | $239K | Buy |
+7,420
| New | +$239K | 0.04% | 421 |
|