Cornerstone Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $5.76M | Buy |
151,755
+11,780
| +8% | +$447K | 1.88% | 16 |
|
|
2017
Q3 | $5M | Sell |
139,975
-60,485
| -30% | -$2.16M | 1.9% | 12 |
|
|
2017
Q2 | $6.98M | Buy |
200,460
+31,595
| +19% | +$1.1M | 2.75% | 10 |
|
|
2017
Q1 | $5.79M | Buy |
168,865
+62,825
| +59% | +$2.15M | 1.94% | 15 |
|
|
2016
Q4 | $3.49M | Buy |
106,040
+41,995
| +66% | +$1.38M | 1.12% | 25 |
|
|
2016
Q3 | $1.99M | Buy |
64,045
+36,680
| +134% | +$1.14M | 0.7% | 40 |
|
|
2016
Q2 | $824K | Buy |
+27,365
| New | +$824K | 0.29% | 75 |
|