Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $29K | Hold |
630
| – | – | 0.02% | 95 |
|
|
2022
Q1 | $34K | Sell |
630
-295
| -32% | -$15.9K | 0.02% | 81 |
|
|
2021
Q4 | $52K | Buy |
925
+295
| +47% | +$16.6K | 0.02% | 71 |
|
|
2021
Q3 | $33K | Hold |
630
| – | – | 0.02% | 78 |
|
|
2021
Q2 | $34K | Buy |
+630
| New | +$34K | 0.02% | 84 |
|
|
2020
Q1 | $18K | Hold |
630
| – | – | 0.02% | 83 |
|
|
2019
Q4 | $26K | Buy |
+630
| New | +$26K | 0.01% | 180 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 676 |
|
|
2019
Q1 | $0 | Sell |
5
-255
| -98% | – | ﹤0.01% | 763 |
|
|
2018
Q4 | $9K | Buy |
+260
| New | +$9K | ﹤0.01% | 481 |
|