BCK Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,136
| Closed | -$320K | – | 27 |
|
|
2024
Q3 | $320K | Hold |
5,136
| – | – | 0.15% | 25 |
|
|
2024
Q2 | $301K | Sell |
5,136
-70
| -1% | -$4.1K | 0.16% | 26 |
|
|
2024
Q1 | $316K | Sell |
5,206
-49
| -0.9% | -$2.98K | 0.17% | 25 |
|
|
2023
Q4 | $291K | Sell |
5,255
-380
| -7% | -$21.1K | 0.17% | 25 |
|
|
2023
Q3 | $281K | Sell |
5,635
-765
| -12% | -$38.2K | 0.18% | 23 |
|
|
2023
Q2 | $335K | Sell |
6,400
-2,395
| -27% | -$125K | 0.21% | 22 |
|
|
2023
Q1 | $440K | Sell |
8,795
-2,935
| -25% | -$147K | 0.29% | 19 |
|
|
2022
Q4 | $567K | Sell |
11,730
-13,660
| -54% | -$661K | 0.38% | 18 |
|
|
2022
Q3 | $1.11M | Buy |
+25,390
| New | +$1.11M | 0.81% | 12 |
|