Hochman Cole Investment 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 | $616K | Hold |
11,715
| – | – | 0.24% | 69 |
|
|
2021
Q2 | $630K | Sell |
11,715
-100
| -0.8% | -$5.38K | 0.25% | 65 |
|
|
2021
Q1 | $615K | Buy |
11,815
+590
| +5% | +$30.7K | 0.26% | 65 |
|
|
2020
Q4 | $516K | Hold |
11,225
| – | – | 0.22% | 73 |
|
|
2020
Q3 | $416K | Sell |
11,225
-850
| -7% | -$31.5K | 0.2% | 74 |
|
|
2020
Q2 | $429K | Sell |
12,075
-550
| -4% | -$19.5K | 0.24% | 73 |
|
|
2020
Q1 | $363K | Buy |
12,625
+780
| +7% | +$22.4K | 0.25% | 68 |
|
|
2019
Q4 | $488K | Sell |
11,845
-665
| -5% | -$27.4K | 0.27% | 67 |
|
|
2019
Q3 | $483K | Buy |
12,510
+125
| +1% | +$4.83K | 0.3% | 62 |
|
|
2019
Q2 | $481K | Hold |
12,385
| – | – | 0.29% | 64 |
|
|
2019
Q1 | $469K | Hold |
12,385
| – | – | 0.28% | 71 |
|
|
2018
Q4 | $411K | Buy |
12,385
+35
| +0.3% | +$1.16K | 0.28% | 67 |
|
|
2018
Q3 | $497K | Hold |
12,350
| – | – | 0.31% | 57 |
|
|
2018
Q2 | $481K | Hold |
12,350
| – | – | 0.32% | 58 |
|
|
2018
Q1 | $463K | Sell |
12,350
-385
| -3% | -$14.4K | 0.32% | 55 |
|
|
2017
Q4 | $483K | Sell |
12,735
-2,390
| -16% | -$90.6K | 0.3% | 55 |
|
|
2017
Q3 | $541K | Hold |
15,125
| – | – | 0.35% | 51 |
|
|
2017
Q2 | $526K | Sell |
15,125
-575
| -4% | -$20K | 0.36% | 52 |
|
|
2017
Q1 | $538K | Sell |
15,700
-605
| -4% | -$20.7K | 0.39% | 49 |
|
|
2016
Q4 | $539K | Hold |
16,305
| – | – | 0.39% | 51 |
|
|
2016
Q3 | $505K | Buy |
16,305
+2,985
| +22% | +$92.5K | 0.38% | 52 |
|
|
2016
Q2 | $398K | Hold |
13,320
| – | – | 0.33% | 53 |
|
|
2016
Q1 | $384K | Hold |
13,320
| – | – | 0.33% | 53 |
|
|
2015
Q4 | $371K | Buy |
+13,320
| New | +$371K | 0.31% | 53 |
|