Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,140
| Closed | -$278K | – | 106 |
|
|
2019
Q2 | $278K | Sell |
7,140
-14,730
| -67% | -$574K | 0.26% | 81 |
|
|
2019
Q1 | $824K | Buy |
21,870
+10,390
| +91% | +$391K | 0.41% | 54 |
|
|
2018
Q4 | $380K | Sell |
11,480
-5,275
| -31% | -$175K | 0.45% | 57 |
|
|
2018
Q3 | $676K | Buy |
16,755
+1,980
| +13% | +$79.9K | 1.04% | 37 |
|
|
2018
Q2 | $575K | Sell |
14,775
-925
| -6% | -$36K | 0.93% | 41 |
|
|
2018
Q1 | $589K | Buy |
15,700
+2,350
| +18% | +$88.2K | 0.97% | 41 |
|
|
2017
Q4 | $507K | Buy |
+13,350
| New | +$507K | 0.75% | 46 |
|