Fortitude Advisory Group’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
Q3 | – | Sell |
-3,875
| Closed | -$203K | – | 212 |
|
|
2023
Q2 | $203K | Sell |
3,875
-1,080
| -22% | -$56.5K | 0.15% | 177 |
|
|
2023
Q1 | $248K | Buy |
4,955
+480
| +11% | +$24K | 0.19% | 146 |
|
|
2022
Q4 | $217K | Buy |
+4,475
| New | +$217K | 0.18% | 170 |
|
|
2022
Q3 | – | Sell |
-4,560
| Closed | -$206K | – | 205 |
|
|
2022
Q2 | $206K | Sell |
4,560
-4,620
| -50% | -$209K | 0.19% | 163 |
|
|
2022
Q1 | $492K | Buy |
9,180
+75
| +0.8% | +$4.02K | 0.26% | 68 |
|
|
2021
Q4 | $516K | Buy |
+9,105
| New | +$516K | 0.26% | 64 |
|