Burleson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-80
| Closed | -$4K | – | 366 |
|
|
2021
Q1 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 293 |
|
|
2020
Q1 | – | Sell |
-61,530
| Closed | -$2.56M | – | 123 |
|
|
2019
Q4 | $2.56M | Sell |
61,530
-93,055
| -60% | -$3.87M | 0.72% | 40 |
|
|
2019
Q3 | $6.02M | Buy |
154,585
+16,545
| +12% | +$644K | 2.1% | 14 |
|
|
2019
Q2 | $5.33M | Sell |
138,040
-63,915
| -32% | -$2.47M | 2.25% | 12 |
|
|
2019
Q1 | $8M | Buy |
201,955
+158,925
| +369% | +$6.29M | 3.39% | 6 |
|
|
2018
Q4 | $1.65M | Buy |
+43,030
| New | +$1.65M | 0.85% | 34 |
|