Avestar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,420
| Closed | -$387K | – | 178 |
|
|
2019
Q4 | $387K | Buy |
9,420
+130
| +1% | +$5.34K | 0.22% | 94 |
|
|
2019
Q3 | $359K | Buy |
9,290
+1,500
| +19% | +$58K | 0.22% | 91 |
|
|
2019
Q2 | $298K | Hold |
7,790
| – | – | 0.19% | 77 |
|
|
2019
Q1 | $290K | Buy |
7,790
+10
| +0.1% | +$372 | 0.19% | 74 |
|
|
2018
Q4 | $256K | Buy |
7,780
+4,840
| +165% | +$159K | 0.17% | 82 |
|
|
2018
Q3 | $117K | Hold |
2,940
| – | – | 0.07% | 179 |
|
|
2018
Q2 | $112K | Buy |
2,940
+25
| +0.9% | +$952 | 0.07% | 188 |
|
|
2018
Q1 | $108K | Hold |
2,915
| – | – | 0.07% | 164 |
|
|
2017
Q4 | $108K | Buy |
+2,915
| New | +$108K | 0.08% | 145 |
|