CT Financial Advisors’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
Q1 | $71.1K | Buy |
2,075
+5
| +0.2% | +$171 | 0.04% | 237 |
|
|
2016
Q4 | $68.5K | Buy |
2,070
+10
| +0.5% | +$331 | 0.04% | 236 |
|
|
2016
Q3 | $63.8K | Buy |
2,060
+380
| +23% | +$11.8K | 0.04% | 243 |
|
|
2016
Q2 | $50.2K | Sell |
1,680
-1,905
| -53% | -$56.9K | 0.03% | 263 |
|
|
2016
Q1 | $103K | Buy |
3,585
+15
| +0.4% | +$432 | 0.06% | 207 |
|
|
2015
Q4 | $99.5K | Buy |
3,570
+30
| +0.8% | +$836 | 0.06% | 208 |
|
|
2015
Q3 | $96.7K | Hold |
3,540
| – | – | 0.06% | 214 |
|
|
2015
Q2 | $106K | Buy |
3,540
+10
| +0.3% | +$300 | 0.06% | 213 |
|
|
2015
Q1 | $107K | Sell |
3,530
-590
| -14% | -$17.9K | 0.06% | 220 |
|
|
2014
Q4 | $119K | Buy |
+4,120
| New | +$119K | 0.09% | 159 |
|
|
2014
Q1 | $107K | Buy |
+3,530
| New | +$107K | 0.06% | 220 |
|