Capital Directions Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $193K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $251K | Buy |
|
|||||
|
2022
Q1 | $277K | Sell |
|
|||||
|
2021
Q4 | $305K | Hold |
|
|||||
|
2021
Q3 | $283K | Hold |
|
|||||
|
2021
Q2 | $289K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $284K | Sell |
|
|||||
|
2020
Q3 | $247K | Hold |
|
|||||
|
2020
Q2 | $237K | Sell |
|
|||||
|
2020
Q1 | $199K | Hold |
|
|||||
|
2019
Q4 | $284K | Buy |
|
|||||
|
2019
Q3 | $257K | Hold |
|
|||||
|
2019
Q2 | $259K | Sell |
|
|||||
|
2019
Q1 | $255K | Sell |
|
|||||
|
2018
Q4 | $247K | Sell |
|
|||||
|
2018
Q3 | $951K | Hold |
|
|||||
|
2018
Q2 | $920K | Sell |
|
|||||
|
2018
Q1 | $980K | Hold |
|
|||||
|
2017
Q4 | $991K | Hold |
|
|||||
|
2017
Q3 | $935K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $680K | Buy |
|
|||||
|
2016
Q4 | $209K | Buy |
|
|||||
|
2016
Q3 | $152K | Hold |
|
|||||
|
2016
Q2 | $147K | Hold |
|
|||||
|
2016
Q1 | $142K | Hold |
|
|||||
|
2015
Q4 | $137K | Buy |
|
|||||
|
2015
Q3 | $99K | Hold |
|
|||||
|
2015
Q2 | $108K | Sell |
|
|||||
|
2015
Q1 | $149K | Hold |
|
|||||
|
2014
Q4 | $146K | Buy |
|
|||||
|
2014
Q3 | $132K | Buy |
|
|||||
|
2014
Q2 | $104K | Hold |
|
|||||
|
2014
Q1 | $100K | Hold |
|
|||||
|
2013
Q4 | $97K | Sell |
|
|||||
|
2013
Q3 | $97K | Sell |
|
|||||
|
2013
Q2 | $100K | Buy |
|