AAM
Aureus Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,422
| Closed | -$1.6M | – | 186 |
|
|
2017
Q4 | $1.6M | Buy |
8,422
+1,175
| +16% | +$223K | 0.25% | 56 |
|
|
2017
Q3 | $1.3M | Hold |
7,247
| – | – | 0.2% | 60 |
|
|
2017
Q2 | $1.26M | Hold |
7,247
| – | – | 0.21% | 58 |
|
|
2017
Q1 | $1.25M | Hold |
7,247
| – | – | 0.22% | 61 |
|
|
2016
Q4 | $1.2M | Hold |
7,247
| – | – | 0.23% | 58 |
|
|
2016
Q3 | $1.12M | Buy |
+7,247
| New | +$1.12M | 0.22% | 60 |
|