Gerald L. Ray & Associates’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
Q3 | $203K | Buy |
+5,675
| New | +$203K | 0.03% | 320 |
|
|
2016
Q1 | – | Sell |
-7,540
| Closed | -$210K | – | 305 |
|
|
2015
Q4 | $210K | Hold |
7,540
| – | – | 0.03% | 285 |
|
|
2015
Q3 | $206K | Hold |
7,540
| – | – | 0.03% | 285 |
|
|
2015
Q2 | $226K | Hold |
7,540
| – | – | 0.03% | 288 |
|
|
2015
Q1 | $229K | Hold |
7,540
| – | – | 0.03% | 284 |
|
|
2014
Q4 | $218K | Hold |
7,540
| – | – | 0.03% | 277 |
|
|
2014
Q3 | $206K | Buy |
+7,540
| New | +$206K | 0.03% | 282 |
|