JRM Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,705
| Closed | -$222K | – | 27 |
|
|
2019
Q2 | $222K | Sell |
5,705
-1,155
| -17% | -$44.9K | 0.15% | 27 |
|
|
2019
Q1 | $260K | Sell |
6,860
-725
| -10% | -$27.5K | 0.19% | 29 |
|
|
2018
Q4 | $252K | Sell |
7,585
-29,720
| -80% | -$987K | 0.2% | 29 |
|
|
2018
Q3 | $1.5M | Buy |
37,305
+29,225
| +362% | +$1.18M | 1% | 27 |
|
|
2018
Q2 | $315K | Buy |
+8,080
| New | +$315K | 0.25% | 32 |
|