GYL Financial Synergies’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
2024 Q3	$6.73M	Buy	107,955 +2,471	+2%	+$149K	0.51%	50
2024 Q2	$6.17M	Sell	105,484 -1,206	-1%	-$70.9K	0.48%	54
2024 Q1	$6.48M	Sell	106,690 -455	-0.4%	-$25.8K	0.51%	51
2023 Q4	$5.94M	Buy	107,145 +2,600	+2%	+$132K	0.49%	52
2023 Q3	$5.21M	Buy	104,545 +2,020	+2%	+$106K	0.51%	48
2023 Q2	$5.36M	Sell	102,525 -11,395	-10%	-$566K	0.49%	50
2023 Q1	$5.7M	Sell	113,920 -79,155	-41%	-$4.03M	0.68%	41
2022 Q4	$9.34M	Buy	193,075 +83,460	+76%	+$4.03M	2.02%	9
2022 Q3	$4.81M	Buy	109,615 +980	+0.9%	+$47.4K	1.31%	19
2022 Q2	$4.92M	Buy	108,635 +12,995	+14%	+$642K	1.34%	16
2022 Q1	$5.13M	Sell	95,640 -17,850	-16%	-$950K	1.23%	16
2021 Q4	$6.42M	Buy	113,490 +13,530	+14%	+$753K	1.73%	12
2021 Q3	$5.26M	Buy	99,960 +3,100	+3%	+$167K	2.69%	6
2021 Q2	$5.21M	Buy	96,860 +1,580	+2%	+$85.3K	2.69%	6
2021 Q1	$4.96M	Buy	95,280 +5,275	+6%	+$263K	2.73%	5
2020 Q4	$4.14M	Buy	90,005 +9,080	+11%	+$383K	2.38%	7
2020 Q3	$3M	Sell	80,925 -5,430	-6%	-$203K	1.97%	8
2020 Q2	$3.07M	Sell	86,355 -271,130	-76%	-$9M	2.22%	9
2020 Q1	$10.3M	Sell	357,485 -158,910	-31%	-$5.91M	6.57%	2
2019 Q4	$21.3M	Buy	516,395 +25,180	+5%	+$998K	9.4%	2
2019 Q3	$19M	Buy	491,215 +10,440	+2%	+$401K	9.44%	2
2019 Q2	$18.7M	Buy	480,775 +13,760	+3%	+$527K	9.88%	2
2019 Q1	$17.7M	Buy	467,015 +13,495	+3%	+$498K	9.94%	2
2018 Q4	$15.1M	Buy	+453,520	New	+$16.5M	10.94%	2