Bromfield Sneider Wealth Advisors’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
Q1 | $48.8K | Sell |
803
-2
| -0.2% | -$121 | 0.03% | 72 |
|
|
2023
Q4 | $44.5K | Hold |
805
| – | – | 0.03% | 71 |
|
|
2023
Q3 | $40.1K | Hold |
805
| – | – | 0.03% | 71 |
|
|
2023
Q2 | $42K | Buy |
805
+5
| +0.6% | +$261 | 0.03% | 72 |
|
|
2023
Q1 | $40.1K | Hold |
800
| – | – | 0.03% | 71 |
|
|
2022
Q4 | $38.6K | Buy |
800
+10
| +1% | +$483 | 0.04% | 69 |
|
|
2022
Q3 | $35K | Hold |
790
| – | – | 0.04% | 67 |
|
|
2022
Q2 | $36K | Buy |
790
+5
| +0.6% | +$228 | 0.04% | 68 |
|
|
2022
Q1 | $42K | Buy |
+785
| New | +$42K | 0.04% | 72 |
|