Great Point Wealth Advisors’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
2019
Q3
Sell
-53,625
Closed -$2.08M 42
2019
Q2
$2.08M Hold
53,625
1.68% 15
2019
Q1
$2.03M Sell
53,625
-1,165
-2% -$44.1K 1.72% 14
2018
Q4
$1.82M Buy
+54,790
New +$1.82M 1.72% 13