AGC
Aspen Grove Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,100
| Closed | -$357K | – | 214 |
|
|
2024
Q2 | $357K | Hold |
6,100
| – | – | 0.08% | 130 |
|
|
2024
Q1 | $371K | Buy |
6,100
+4,880
| +400% | +$296K | 0.1% | 119 |
|
|
2023
Q4 | $338K | Hold |
1,220
| – | – | 0.1% | 113 |
|
|
2023
Q3 | $306K | Hold |
1,220
| – | – | 0.11% | 119 |
|
|
2023
Q2 | $319K | Hold |
1,220
| – | – | 0.1% | 139 |
|
|
2023
Q1 | $305K | Hold |
1,220
| – | – | 0.13% | 111 |
|
|
2022
Q4 | $295K | Buy |
+1,220
| New | +$295K | 0.14% | 113 |
|