HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-300
| Closed | -$14K | – | 205 |
|
|
2020
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 245 |
|
|
2020
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 221 |
|
|
2020
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 224 |
|
|
2020
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 212 |
|
|
2019
Q4 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 206 |
|