Lake Point Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$29K Hold
2022
Q1
$34K Sell
2021
Q4
$52K Buy
2021
Q3
$33K Hold
2021
Q2
$34K Buy
2020
Q1
$18K Hold
2019
Q4
$26K Buy
2019
Q2
$0 Hold
2019
Q1
$0 Sell
2018
Q4
$9K Buy