BPWA
Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $6.48M | Sell |
31,502
-1,029
| -3% | -$212K | 1.19% | 20 |
|
|
2019
Q3 | $6.29M | Buy |
32,531
+3,148
| +11% | +$609K | 1.32% | 18 |
|
|
2019
Q2 | $5.71M | Buy |
29,383
+3,221
| +12% | +$626K | 1.21% | 19 |
|
|
2019
Q1 | $4.96M | Sell |
26,162
-81
| -0.3% | -$15.3K | 1.13% | 19 |
|
|
2018
Q4 | $4.36M | Buy |
+26,243
| New | +$4.36M | 1.57% | 11 |
|