Copeland Capital Management’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
Q2 | – | Sell |
-107
| Closed | -$6.51K | – | 194 |
|
|
2024
Q1 | $6.51K | Sell |
107
-553
| -84% | -$33.7K | ﹤0.01% | 222 |
|
|
2023
Q4 | $36.6K | Buy |
660
+130
| +25% | +$7.21K | ﹤0.01% | 153 |
|
|
2023
Q3 | $26.4K | Buy |
530
+400
| +308% | +$20K | ﹤0.01% | 191 |
|
|
2023
Q2 | $6.73K | Buy |
130
+120
| +1,200% | +$6.21K | ﹤0.01% | 223 |
|
|
2023
Q1 | $1K | Sell |
10
-600
| -98% | -$60K | ﹤0.01% | 282 |
|
|
2022
Q4 | $30K | Buy |
+610
| New | +$30K | ﹤0.01% | 185 |
|