Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $310K | Sell |
10,775
-2,200
| -17% | -$63.3K | 0.12% | 78 |
|
|
2019
Q4 | $534K | Buy |
12,975
+4,740
| +58% | +$195K | 0.19% | 68 |
|
|
2019
Q3 | $318K | Buy |
8,235
+2,185
| +36% | +$84.4K | 0.12% | 89 |
|
|
2019
Q2 | $235K | Buy |
6,050
+5
| +0.1% | +$194 | 0.1% | 107 |
|
|
2019
Q1 | $229K | Sell |
6,045
-615
| -9% | -$23.3K | 0.11% | 106 |
|
|
2018
Q4 | $221K | Buy |
6,660
+5
| +0.1% | +$166 | 0.12% | 89 |
|
|
2018
Q3 | $268K | Buy |
6,655
+10
| +0.2% | +$403 | 0.21% | 82 |
|
|
2018
Q2 | $259K | Sell |
6,645
-85
| -1% | -$3.31K | 0.24% | 78 |
|
|
2018
Q1 | $252K | Buy |
6,730
+5
| +0.1% | +$187 | 0.25% | 76 |
|
|
2017
Q4 | $255K | Buy |
+6,725
| New | +$255K | 0.28% | 63 |
|