Capital Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $250K | Hold |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $2.97M | Sell |
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|
2019
Q4 | $15.3M | Sell |
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|
2019
Q3 | $14.3M | Sell |
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|
2019
Q2 | $19.1M | Buy |
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|
2019
Q1 | $18.6M | Buy |
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|
2018
Q4 | $15.8M | Sell |
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|
2018
Q3 | $19.9M | Buy |
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|
2018
Q2 | $14.1M | Sell |
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|
2018
Q1 | $17.3M | Buy |
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|
2017
Q4 | $17.5M | Buy |
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|
2017
Q3 | $15.5M | Buy |
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|
2017
Q2 | $11.4M | Buy |
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|
2017
Q1 | $9.6M | Buy |
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|
2016
Q4 | $8.39M | Buy |
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|
2016
Q3 | $6.64M | Buy |
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|
2016
Q2 | $5.75M | Sell |
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|
2016
Q1 | $5.55M | Sell |
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|
2015
Q4 | $5.57M | Buy |
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|
2015
Q3 | $4.82M | Buy |
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|
2015
Q2 | $4.06M | Buy |
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|
2015
Q1 | $349K | Buy |
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