Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $21K | Buy |
+242
| New | +$21K | ﹤0.01% | 778 |
|
|
2020
Q1 | – | Sell |
-32
| Closed | -$4K | – | 1146 |
|
|
2019
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 991 |
|
|
2019
Q2 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 1003 |
|
|
2017
Q3 | – | Sell |
-84
| Closed | -$6.24K | – | 1184 |
|
|
2017
Q2 | $6.24K | Hold |
84
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q1 | $6.24K | Hold |
84
| – | – | ﹤0.01% | 992 |
|
|
2016
Q4 | $6.1K | Hold |
84
| – | – | ﹤0.01% | 996 |
|
|
2016
Q3 | $5.59K | Hold |
84
| – | – | ﹤0.01% | 1039 |
|
|
2016
Q2 | $5.38K | Hold |
84
| – | – | ﹤0.01% | 1021 |
|
|
2016
Q1 | $5.21K | Hold |
84
| – | – | ﹤0.01% | 1020 |
|
|
2015
Q4 | $4.92K | Hold |
84
| – | – | ﹤0.01% | 1073 |
|
|
2015
Q3 | $4.85K | Hold |
84
| – | – | ﹤0.01% | 1047 |
|
|
2015
Q2 | $5.42K | Hold |
84
| – | – | ﹤0.01% | 1066 |
|
|
2015
Q1 | $5.5K | Hold |
84
| – | – | ﹤0.01% | 1008 |
|
|
2014
Q4 | $5.37K | Hold |
84
| – | – | ﹤0.01% | 1023 |
|
|
2014
Q3 | $5.05K | Buy |
+84
| New | +$5.05K | ﹤0.01% | 1096 |
|