KTC
Kistler-Tiffany Companies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.36M | Sell |
28,136
-736
| -3% | -$192K | 1.19% | 14 |
|
|
2023
Q1 | $7.22M | Sell |
28,872
-1,722
| -6% | -$431K | 1.37% | 12 |
|
|
2022
Q4 | $7.4M | Sell |
30,594
-1,166
| -4% | -$282K | 1.52% | 11 |
|
|
2022
Q3 | $6.96M | Buy |
31,760
+694
| +2% | +$152K | 1.58% | 12 |
|
|
2022
Q2 | $7.03M | Buy |
31,066
+8
| +0% | +$1.81K | 1.53% | 14 |
|
|
2022
Q1 | $8.33M | Buy |
31,058
+166
| +0.5% | +$44.5K | 1.57% | 14 |
|
|
2021
Q4 | $8.75M | Buy |
30,892
+680
| +2% | +$192K | 1.71% | 13 |
|
|
2021
Q3 | $7.95M | Buy |
30,212
+456
| +2% | +$120K | 1.8% | 12 |
|
|
2021
Q2 | $8M | Sell |
29,756
-130
| -0.4% | -$34.9K | 1.84% | 12 |
|
|
2021
Q1 | $7.78M | Sell |
29,886
-642
| -2% | -$167K | 2.01% | 10 |
|
|
2020
Q4 | $7.02M | Sell |
30,528
-629
| -2% | -$145K | 2% | 10 |
|
|
2020
Q3 | $5.77M | Sell |
31,157
-203
| -0.6% | -$37.6K | 1.84% | 10 |
|
|
2020
Q2 | $5.58M | Sell |
31,360
-11,604
| -27% | -$2.06M | 1.98% | 10 |
|
|
2020
Q1 | $8.84M | Buy |
42,964
+259
| +0.6% | +$53.3K | 3.13% | 6 |
|
|
2019
Q4 | $8.79M | Sell |
42,705
-1,903
| -4% | -$392K | 3.08% | 7 |
|
|
2019
Q3 | $8.62M | Buy |
44,608
+780
| +2% | +$151K | 3.27% | 6 |
|
|
2019
Q2 | $8.51M | Buy |
43,828
+5,080
| +13% | +$987K | 3.24% | 6 |
|
|
2019
Q1 | $7.34M | Buy |
38,748
+671
| +2% | +$127K | 3.03% | 6 |
|
|
2018
Q4 | $6.32M | Buy |
38,077
+3,319
| +10% | +$551K | 2.94% | 6 |
|
|
2018
Q3 | $7M | Buy |
34,758
+774
| +2% | +$156K | 2.89% | 6 |
|
|
2018
Q2 | $6.62M | Buy |
33,984
+79
| +0.2% | +$15.4K | 2.93% | 6 |
|
|
2018
Q1 | $6.36M | Buy |
33,905
+1,374
| +4% | +$258K | 2.62% | 6 |
|
|
2017
Q4 | $6.17M | Buy |
32,531
+2,307
| +8% | +$438K | 2.44% | 7 |
|
|
2017
Q3 | $5.41M | Buy |
30,224
+3,338
| +12% | +$597K | 2.26% | 10 |
|
|
2017
Q2 | $4.68M | Buy |
26,886
+1,649
| +7% | +$287K | 2.14% | 10 |
|
|
2017
Q1 | $4.32M | Buy |
25,237
+3,892
| +18% | +$666K | 2.04% | 11 |
|
|
2016
Q4 | $3.53M | Buy |
21,345
+3,077
| +17% | +$509K | 1.73% | 12 |
|
|
2016
Q3 | $2.83M | Buy |
18,268
+5,758
| +46% | +$891K | 1.39% | 16 |
|
|
2016
Q2 | $1.87M | Buy |
12,510
+11,075
| +772% | +$1.65M | 0.96% | 24 |
|
|
2016
Q1 | $207K | Buy |
1,435
+98
| +7% | +$14.1K | 0.12% | 112 |
|
|
2015
Q4 | $186K | Hold |
1,337
| – | – | 0.1% | 126 |
|
|
2015
Q3 | $183K | Hold |
1,337
| – | – | 0.11% | 125 |
|
|
2015
Q2 | $201K | Hold |
1,337
| – | – | 0.12% | 121 |
|
|
2015
Q1 | $203K | Hold |
1,337
| – | – | 0.13% | 104 |
|
|
2014
Q4 | $194K | Hold |
1,337
| – | – | 0.13% | 108 |
|
|
2014
Q3 | $183K | Hold |
1,337
| – | – | 0.12% | 112 |
|
|
2014
Q2 | $191K | Sell |
1,337
-50
| -4% | -$7.14K | 0.14% | 101 |
|
|
2014
Q1 | $184K | Hold |
1,387
| – | – | 0.14% | 98 |
|
|
2013
Q4 | $186K | Hold |
1,387
| – | – | 0.14% | 96 |
|
|
2013
Q3 | $172K | Hold |
1,387
| – | – | 0.14% | 99 |
|
|
2013
Q2 | $160K | Buy |
+1,387
| New | +$160K | 0.14% | 105 |
|