APWM
Atlas Private Wealth Management’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
Q1 | $716K | Buy |
+11,794
| New | +$716K | 0.3% | 82 |
|
|
2021
Q2 | – | Sell |
-550
| Closed | -$143K | – | 233 |
|
|
2021
Q1 | $143K | Sell |
550
-24
| -4% | -$6.24K | 0.09% | 134 |
|
|
2020
Q4 | $132K | Hold |
574
| – | – | 0.09% | 139 |
|
|
2020
Q3 | $106K | Sell |
574
-40
| -7% | -$7.39K | 0.08% | 141 |
|
|
2020
Q2 | $109K | Hold |
614
| – | – | 0.09% | 145 |
|
|
2020
Q1 | $88K | Hold |
614
| – | – | 0.08% | 152 |
|
|
2019
Q4 | $126K | Buy |
+614
| New | +$126K | 0.1% | 151 |
|