Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $353K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $146K | Hold |
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|
2018
Q1 | $140K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $133K | Hold |
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|
2017
Q2 | $130K | Hold |
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|
2017
Q1 | $129K | Hold |
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|
2016
Q4 | $124K | Hold |
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|
2016
Q3 | $115K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $18K | Hold |
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|
2015
Q4 | $18K | Buy |
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