DFPG Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $344K | Buy |
6,365
+1,570
| +33% | +$84.8K | 0.03% | 489 |
|
|
2023
Q3 | $231K | Buy |
+4,795
| New | +$231K | 0.02% | 528 |
|
|
2019
Q4 | – | Sell |
-5,850
| Closed | -$217K | – | 168 |
|
|
2019
Q3 | $217K | Sell |
5,850
-6,020
| -51% | -$223K | 0.18% | 137 |
|
|
2019
Q2 | $461K | Sell |
11,870
-19,595
| -62% | -$761K | 0.44% | 72 |
|
|
2019
Q1 | $1.22M | Buy |
31,465
+2,095
| +7% | +$81K | 1.31% | 20 |
|
|
2018
Q4 | $975K | Buy |
+29,370
| New | +$975K | 1.29% | 22 |
|