Capstone Triton Financial Group’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
Q4 | $2.35M | Sell |
37,721
-1,140
| -3% | -$71K | 1.47% | 19 |
|
|
2024
Q3 | $2.42M | Sell |
38,861
-55
| -0.1% | -$3.43K | 1.55% | 17 |
|
|
2024
Q2 | $2.28M | Sell |
38,916
-69
| -0.2% | -$4.04K | 1.6% | 19 |
|
|
2024
Q1 | $2.37M | Sell |
38,985
-345
| -0.9% | -$21K | 1.68% | 18 |
|
|
2023
Q4 | $2.18M | Sell |
39,330
-1,585
| -4% | -$87.9K | 1.59% | 21 |
|
|
2023
Q3 | $2.04M | Sell |
40,915
-4,820
| -11% | -$240K | 1.49% | 23 |
|
|
2023
Q2 | $2.39M | Sell |
45,735
-185
| -0.4% | -$9.68K | 1.64% | 21 |
|
|
2023
Q1 | $2.3M | Buy |
45,920
+415
| +0.9% | +$20.8K | 1.73% | 20 |
|
|
2022
Q4 | $2.2M | Buy |
+45,505
| New | +$2.2M | 1.77% | 18 |
|
|
2021
Q1 | – | Sell |
-1,065
| Closed | -$49K | – | 209 |
|
|
2020
Q4 | $49K | Buy |
+1,065
| New | +$49K | 0.03% | 203 |
|