Cordasco Financial Network’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
2022
Q2
$4K Hold
90
﹤0.01% 479
2022
Q1
$5K Hold
90
﹤0.01% 454
2021
Q4
$5K Sell
90
-190
-68% -$10.6K ﹤0.01% 460
2021
Q3
$15K Hold
280
0.01% 324
2021
Q2
$15K Hold
280
0.01% 326
2021
Q1
$15K Hold
280
0.01% 318
2020
Q4
$13K Hold
280
0.01% 287
2020
Q3
$10K Buy
280
+190
+211% +$6.79K 0.01% 312
2020
Q2
$3K Hold
90
﹤0.01% 415
2020
Q1
$3K Hold
90
﹤0.01% 379
2019
Q4
$4K Hold
90
﹤0.01% 378
2019
Q3
$3K Hold
90
﹤0.01% 414
2019
Q2
$3K Hold
90
﹤0.01% 407
2019
Q1
$3K Hold
90
﹤0.01% 401
2018
Q4
$3K Hold
90
﹤0.01% 338
2018
Q3
$4K Hold
90
﹤0.01% 294
2018
Q2
$4K Hold
90
﹤0.01% 306
2018
Q1
$3K Hold
90
﹤0.01% 233
2017
Q4
$3K Sell
90
-10
-10% -$333 ﹤0.01% 217
2017
Q3
$4K Hold
100
﹤0.01% 204
2017
Q2
$3K Hold
100
﹤0.01% 213
2017
Q1
$3K Sell
100
-30
-23% -$900 ﹤0.01% 217
2016
Q4
$4K Hold
130
﹤0.01% 203
2016
Q3
$4K Hold
130
﹤0.01% 217
2016
Q2
$4K Hold
130
﹤0.01% 218
2016
Q1
$4K Hold
130
﹤0.01% 216
2015
Q4
$4K Hold
130
﹤0.01% 238
2015
Q3
$4K Hold
130
﹤0.01% 245
2015
Q2
$4K Sell
130
-1,125
-90% -$34.6K ﹤0.01% 250
2015
Q1
$38K Hold
1,255
0.03% 167
2014
Q4
$36K Hold
1,255
0.03% 172
2014
Q3
$34K Hold
1,255
0.03% 183
2014
Q2
$36K Hold
1,255
0.03% 181
2014
Q1
$35K Sell
1,255
-1,045
-45% -$29.1K 0.03% 177
2013
Q4
$62K Buy
+2,300
New +$62K 0.05% 133