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 |
|