GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.73M | Buy |
107,955
+2,471
| +2% | +$154K | 0.51% | 50 |
|
|
2024
Q2 | $6.17M | Sell |
105,484
-1,206
| -1% | -$70.6K | 0.48% | 54 |
|
|
2024
Q1 | $6.48M | Sell |
106,690
-455
| -0.4% | -$27.6K | 0.51% | 51 |
|
|
2023
Q4 | $5.94M | Buy |
107,145
+2,600
| +2% | +$144K | 0.49% | 52 |
|
|
2023
Q3 | $5.21M | Buy |
104,545
+2,020
| +2% | +$101K | 0.51% | 48 |
|
|
2023
Q2 | $5.36M | Sell |
102,525
-11,395
| -10% | -$596K | 0.49% | 50 |
|
|
2023
Q1 | $5.7M | Sell |
113,920
-79,155
| -41% | -$3.96M | 0.68% | 41 |
|
|
2022
Q4 | $9.34M | Buy |
193,075
+83,460
| +76% | +$4.04M | 2.02% | 9 |
|
|
2022
Q3 | $4.81M | Buy |
109,615
+980
| +0.9% | +$43K | 1.31% | 19 |
|
|
2022
Q2 | $4.92M | Buy |
108,635
+12,995
| +14% | +$588K | 1.34% | 16 |
|
|
2022
Q1 | $5.13M | Sell |
95,640
-17,850
| -16% | -$958K | 1.23% | 16 |
|
|
2021
Q4 | $6.43M | Buy |
113,490
+13,530
| +14% | +$766K | 1.73% | 12 |
|
|
2021
Q3 | $5.26M | Buy |
99,960
+3,100
| +3% | +$163K | 2.69% | 6 |
|
|
2021
Q2 | $5.21M | Buy |
96,860
+1,580
| +2% | +$84.9K | 2.69% | 6 |
|
|
2021
Q1 | $4.96M | Buy |
95,280
+5,275
| +6% | +$275K | 2.73% | 5 |
|
|
2020
Q4 | $4.14M | Buy |
90,005
+9,080
| +11% | +$417K | 2.38% | 7 |
|
|
2020
Q3 | $3M | Sell |
80,925
-5,430
| -6% | -$201K | 1.97% | 8 |
|
|
2020
Q2 | $3.07M | Sell |
86,355
-271,130
| -76% | -$9.64M | 2.22% | 9 |
|
|
2020
Q1 | $10.3M | Sell |
357,485
-158,910
| -31% | -$4.57M | 6.57% | 2 |
|
|
2019
Q4 | $21.3M | Buy |
516,395
+25,180
| +5% | +$1.04M | 9.4% | 2 |
|
|
2019
Q3 | $19M | Buy |
491,215
+10,440
| +2% | +$403K | 9.44% | 2 |
|
|
2019
Q2 | $18.7M | Buy |
480,775
+13,760
| +3% | +$535K | 9.88% | 2 |
|
|
2019
Q1 | $17.7M | Buy |
467,015
+13,495
| +3% | +$511K | 9.94% | 2 |
|
|
2018
Q4 | $15.1M | Buy |
+453,520
| New | +$15.1M | 10.94% | 2 |
|