Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $269K | Sell |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $335K | Buy |
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|
2019
Q1 | $269K | Sell |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $250K | Buy |
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|
2018
Q2 | $233K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $229K | Sell |
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|
2015
Q2 | $382K | Buy |
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|
2015
Q1 | $377K | Buy |
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|
2014
Q4 | $358K | Buy |
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|
2014
Q3 | $337K | Buy |
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|
2014
Q2 | $351K | Buy |
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|
2014
Q1 | $327K | Buy |
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