Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.97M | Buy |
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|
2021
Q3 | $3.67M | Sell |
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|
2021
Q2 | $4.63M | Buy |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $3.89M | Buy |
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|
2020
Q3 | $299 | Sell |
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|
2020
Q2 | $3M | Sell |
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|
2020
Q1 | $2.62M | Sell |
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|
2019
Q4 | $4.1M | Buy |
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|
2019
Q3 | $3.72M | Buy |
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|
2019
Q2 | $3.65M | Buy |
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|
2019
Q1 | $3.51M | Sell |
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|
2018
Q4 | $3.25M | Buy |
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|
2018
Q3 | $3.77M | Buy |
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|
2018
Q2 | $3.35M | Buy |
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|
2018
Q1 | $717K | Buy |
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|
2017
Q4 | $559K | Buy |
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|
2017
Q3 | $403K | Hold |
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|
2017
Q2 | $392K | Buy |
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|
2017
Q1 | $351K | Hold |
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|
2016
Q4 | $339K | Buy |
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