Kore Private Wealth’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
Q3
Sell
-730
Closed -$25K 650
2020
Q2
$25K Hold
730
0.01% 608
2020
Q1
$21K Hold
730
0.01% 582
2019
Q4
$30K Buy
+730
New +$30K 0.01% 562
2019
Q2
Sell
-730
Closed -$28K 500
2019
Q1
$28K Hold
730
0.01% 465
2018
Q4
$24K Buy
+730
New +$24K 0.01% 466