Beacon Capital Management Inc (Ohio)’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
Q3 | – | Sell |
-58,195
| Closed | -$3.41M | – | 30 |
|
|
2024
Q2 | $3.41M | Buy |
58,195
+1,319
| +2% | +$77.2K | 0.15% | 24 |
|
|
2024
Q1 | $3.43M | Buy |
56,876
+1,096
| +2% | +$66.2K | 0.14% | 24 |
|
|
2023
Q4 | $3.09M | Buy |
+55,780
| New | +$3.09M | 0.12% | 24 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$1K | – | 88 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 92 |
|
|
2021
Q4 | – | Sell |
-245
| Closed | -$13K | – | 71 |
|
|
2021
Q3 | $13K | Buy |
+245
| New | +$13K | ﹤0.01% | 59 |
|
|
2019
Q2 | – | Sell |
-95
| Closed | -$4K | – | 128 |
|
|
2019
Q1 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 55 |
|
|
2017
Q4 | – | Sell |
-370
| Closed | -$13K | – | 109 |
|
|
2017
Q3 | $13K | Buy |
+370
| New | +$13K | ﹤0.01% | 46 |
|