All Terrain Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,020
| Closed | -$231K | – | 80 |
|
|
2020
Q1 | $231K | Sell |
8,020
-40
| -0.5% | -$1.15K | 0.09% | 85 |
|
|
2019
Q4 | $332K | Hold |
8,060
| – | – | 0.11% | 81 |
|
|
2019
Q3 | $311K | Hold |
8,060
| – | – | 0.1% | 89 |
|
|
2019
Q2 | $313K | Hold |
8,060
| – | – | 0.11% | 87 |
|
|
2019
Q1 | $305K | Sell |
8,060
-555
| -6% | -$21K | 0.11% | 90 |
|
|
2018
Q4 | $286K | Sell |
8,615
-2,205
| -20% | -$73.2K | 0.11% | 90 |
|
|
2018
Q3 | $436K | Hold |
10,820
| – | – | 0.18% | 79 |
|
|
2018
Q2 | $422K | Hold |
10,820
| – | – | 0.19% | 79 |
|
|
2018
Q1 | $406K | Sell |
10,820
-480
| -4% | -$18K | 0.18% | 79 |
|
|
2017
Q4 | $429K | Buy |
+11,300
| New | +$429K | 0.2% | 74 |
|