Harborview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $329K | Sell |
6,260
-70
| -1% | -$3.68K | 0.18% | 84 |
|
|
2021
Q2 | $340K | Hold |
6,330
| – | – | 0.19% | 81 |
|
|
2021
Q1 | $330K | Sell |
6,330
-1,100
| -15% | -$57.3K | 0.2% | 74 |
|
|
2020
Q4 | $342K | Sell |
7,430
-25
| -0.3% | -$1.15K | 0.23% | 72 |
|
|
2020
Q3 | $276K | Buy |
7,455
+175
| +2% | +$6.48K | 0.21% | 77 |
|
|
2020
Q2 | $259K | Hold |
7,280
| – | – | 0.21% | 75 |
|
|
2020
Q1 | $209K | Buy |
7,280
+1,780
| +32% | +$51.1K | 0.21% | 78 |
|
|
2019
Q4 | $226K | Buy |
5,500
+35
| +0.6% | +$1.44K | 0.17% | 79 |
|
|
2019
Q3 | $211K | Hold |
5,465
| – | – | 0.17% | 79 |
|
|
2019
Q2 | $212K | Sell |
5,465
-95
| -2% | -$3.69K | 0.17% | 78 |
|
|
2019
Q1 | $211K | Sell |
5,560
-460
| -8% | -$17.5K | 0.18% | 71 |
|
|
2018
Q4 | $200K | Hold |
6,020
| – | – | 0.23% | 54 |
|
|
2018
Q3 | $242K | Sell |
6,020
-280
| -4% | -$11.3K | 0.25% | 52 |
|
|
2018
Q2 | $245K | Sell |
6,300
-510
| -7% | -$19.8K | 0.23% | 61 |
|
|
2018
Q1 | $255K | Buy |
6,810
+405
| +6% | +$15.2K | 0.24% | 57 |
|
|
2017
Q4 | $243K | Buy |
+6,405
| New | +$243K | 0.23% | 55 |
|