Brewin Dolphin Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $111K | Hold |
2,450
| – | – | 0.01% | 149 |
|
|
2022
Q1 | $131K | Hold |
2,450
| – | – | 0.01% | 143 |
|
|
2021
Q4 | $139K | Hold |
2,450
| – | – | 0.02% | 150 |
|
|
2021
Q3 | $129K | Hold |
2,450
| – | – | 0.01% | 150 |
|
|
2021
Q2 | $132K | Buy |
+2,450
| New | +$132K | 0.02% | 148 |
|
|
2020
Q4 | – | Sell |
-2,340
| Closed | -$86.7K | – | 302 |
|
|
2020
Q3 | $86.7K | Hold |
2,340
| – | – | 0.02% | 135 |
|
|
2020
Q2 | $83.2K | Buy |
+2,340
| New | +$83.2K | 0.02% | 133 |
|