Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.72M | Sell |
83,360
-3,200
| -4% | -$181K | 0.95% | 29 |
|
|
2021
Q3 | $4.55M | Sell |
86,560
-3,520
| -4% | -$185K | 1.01% | 26 |
|
|
2021
Q2 | $4.84M | Sell |
90,080
-4,690
| -5% | -$252K | 1.06% | 26 |
|
|
2021
Q1 | $4.93M | Buy |
94,770
+210
| +0.2% | +$10.9K | 1.2% | 25 |
|
|
2020
Q4 | $4.35M | Sell |
94,560
-940
| -1% | -$43.2K | 1.1% | 28 |
|
|
2020
Q3 | $3.54M | Buy |
95,500
+1,255
| +1% | +$46.5K | 0.97% | 32 |
|
|
2020
Q2 | $3.35M | Buy |
94,245
+37,780
| +67% | +$1.34M | 0.97% | 33 |
|
|
2020
Q1 | $1.63M | Buy |
56,465
+40,845
| +261% | +$1.18M | 0.55% | 42 |
|
|
2019
Q4 | $643K | Buy |
15,620
+2,960
| +23% | +$122K | 0.19% | 86 |
|
|
2019
Q3 | $489K | Buy |
12,660
+975
| +8% | +$37.7K | 0.15% | 102 |
|
|
2019
Q2 | $454K | Buy |
11,685
+320
| +3% | +$12.4K | 0.15% | 101 |
|
|
2019
Q1 | $431K | Buy |
11,365
+310
| +3% | +$11.8K | 0.15% | 107 |
|
|
2018
Q4 | $367K | Sell |
11,055
-1,415
| -11% | -$47K | 0.15% | 107 |
|
|
2018
Q3 | $502K | Buy |
12,470
+350
| +3% | +$14.1K | 0.19% | 96 |
|
|
2018
Q2 | $472K | Buy |
+12,120
| New | +$472K | 0.19% | 96 |
|