Compass Financial Group (South Dakota)’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
Q1 | – | Sell |
-4,335
| Closed | -$240K | – | 95 |
|
|
2023
Q4 | $240K | Sell |
4,335
-210
| -5% | -$11.6K | 0.06% | 80 |
|
|
2023
Q3 | $227K | Sell |
4,545
-25
| -0.5% | -$1.25K | 0.07% | 84 |
|
|
2023
Q2 | $239K | Hold |
4,570
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $229K | Sell |
4,570
-135
| -3% | -$6.75K | 0.07% | 87 |
|
|
2022
Q4 | $228K | Buy |
+4,705
| New | +$228K | 0.08% | 84 |
|