Concentric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $484K | Buy |
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $456K | Hold |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $506K | Hold |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $484K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $423K | Hold |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $307K | Hold |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $397K | Sell |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $377K | Hold |
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|
2019
Q1 | $367K | Sell |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $386K | Sell |
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|
2018
Q2 | $378K | Sell |
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|
2018
Q1 | $368K | Hold |
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|
2017
Q4 | $372K | Sell |
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|
2017
Q3 | $378K | Hold |
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|
2017
Q2 | $368K | Sell |
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|
2017
Q1 | $364K | Sell |
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|
2016
Q4 | $358K | Buy |
|