Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,155
| Closed | -$217K | – | 314 |
|
|
2023
Q2 | $217K | Buy |
+4,155
| New | +$217K | 0.04% | 313 |
|
|
2022
Q3 | – | Sell |
-5,280
| Closed | -$239K | – | 343 |
|
|
2022
Q2 | $239K | Hold |
5,280
| – | – | 0.05% | 312 |
|
|
2022
Q1 | $283K | Buy |
5,280
+235
| +5% | +$12.6K | 0.05% | 311 |
|
|
2021
Q4 | $286K | Buy |
+5,045
| New | +$286K | 0.05% | 317 |
|