Laurie J. Hall Trustee’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250
| Closed | -$13K | – | 329 |
|
|
2021
Q2 | $13K | Sell |
250
-250
| -50% | -$13K | ﹤0.01% | 274 |
|
|
2021
Q1 | $26K | Sell |
500
-1,175
| -70% | -$61.1K | 0.01% | 251 |
|
|
2020
Q4 | $77K | Hold |
1,675
| – | – | 0.03% | 168 |
|
|
2020
Q3 | $62K | Buy |
+1,675
| New | +$62K | 0.03% | 168 |
|
|
2019
Q4 | $69K | Buy |
+1,675
| New | +$69K | 0.03% | 164 |
|
|
2019
Q2 | – | Sell |
-900
| Closed | -$34K | – | 336 |
|
|
2019
Q1 | $34K | Hold |
900
| – | – | 0.02% | 201 |
|
|
2018
Q4 | $34K | Sell |
900
-3,005
| -77% | -$114K | 0.02% | 193 |
|
|
2018
Q3 | $157K | Hold |
3,905
| – | – | 0.08% | 128 |
|
|
2018
Q2 | $152K | Hold |
3,905
| – | – | 0.09% | 122 |
|
|
2018
Q1 | $146K | Hold |
3,905
| – | – | 0.09% | 116 |
|
|
2017
Q4 | $148K | Buy |
3,905
+2,005
| +106% | +$76K | 0.08% | 124 |
|
|
2017
Q3 | $68K | Hold |
1,900
| – | – | 0.04% | 140 |
|
|
2017
Q2 | $66.1K | Hold |
1,900
| – | – | 0.04% | 145 |
|
|
2017
Q1 | $64.1K | Hold |
1,900
| – | – | 0.04% | 145 |
|
|
2016
Q4 | $64K | Buy |
+1,900
| New | +$64K | 0.04% | 144 |
|
|
2016
Q2 | $58K | Hold |
1,900
| – | – | 0.04% | 145 |
|
|
2016
Q1 | $56K | Hold |
1,900
| – | – | 0.04% | 147 |
|
|
2015
Q4 | $49K | Buy |
+1,900
| New | +$49K | 0.04% | 146 |
|