Your Advocates Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-120
| Closed | -$11K | – | 223 |
|
|
2022
Q3 | $11K | Hold |
120
| – | – | 0.01% | 80 |
|
|
2022
Q2 | $11K | Sell |
120
-50
| -29% | -$4.58K | 0.01% | 85 |
|
|
2022
Q1 | $19K | Sell |
170
-36
| -17% | -$4.02K | 0.01% | 77 |
|
|
2021
Q4 | $23K | Hold |
206
| – | – | 0.01% | 59 |
|
|
2021
Q3 | $21K | Buy |
206
+170
| +472% | +$17.3K | 0.01% | 65 |
|
|
2021
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 103 |
|
|
2021
Q1 | $4K | Sell |
36
-370
| -91% | -$41.1K | ﹤0.01% | 105 |
|
|
2020
Q4 | $35K | Hold |
406
| – | – | 0.03% | 46 |
|
|
2020
Q3 | $27K | Hold |
406
| – | – | 0.02% | 48 |
|
|
2020
Q2 | $27K | Hold |
406
| – | – | 0.02% | 53 |
|
|
2020
Q1 | $22K | Buy |
+406
| New | +$22K | 0.02% | 49 |
|