American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,025
| Closed | -$243K | – | 79 |
|
|
2018
Q3 | $243K | Buy |
6,025
+10
| +0.2% | +$403 | 0.09% | 64 |
|
|
2018
Q2 | $234K | Sell |
6,015
-6,040
| -50% | -$235K | 0.09% | 65 |
|
|
2018
Q1 | $452K | Buy |
12,055
+290
| +2% | +$10.9K | 0.17% | 48 |
|
|
2017
Q4 | $446K | Sell |
11,765
-1,245
| -10% | -$47.2K | 0.16% | 46 |
|
|
2017
Q3 | $465K | Sell |
13,010
-940
| -7% | -$33.6K | 0.18% | 41 |
|
|
2017
Q2 | $485K | Buy |
13,950
+7,195
| +107% | +$250K | 0.19% | 37 |
|
|
2017
Q1 | $231K | Buy |
+6,755
| New | +$231K | 0.09% | 66 |
|