DPA
Delphi Private Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $39K | Hold |
200
| – | – | 0.2% | 20 |
|
|
2019
Q1 | $38K | Sell |
200
-40
| -17% | -$7.6K | 0.2% | 12 |
|
|
2018
Q4 | $40K | Sell |
240
-83
| -26% | -$13.8K | 0.22% | 17 |
|
|
2018
Q3 | $65K | Sell |
323
-2
| -0.6% | -$402 | 0.22% | 28 |
|
|
2018
Q2 | $63K | Hold |
325
| – | – | 0.21% | 31 |
|
|
2018
Q1 | $61K | Hold |
325
| – | – | 0.24% | 30 |
|
|
2017
Q4 | $62K | Buy |
325
+117
| +56% | +$22.3K | 0.15% | 63 |
|
|
2017
Q3 | $37K | Hold |
208
| – | – | 0.11% | 43 |
|
|
2017
Q2 | $36K | Hold |
208
| – | – | 0.07% | 48 |
|
|
2017
Q1 | $36K | Sell |
208
-70
| -25% | -$12.1K | 0.07% | 45 |
|
|
2016
Q4 | $46K | Buy |
+278
| New | +$46K | 0.08% | 42 |
|