Legacy Wealth Partners’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
Q2 | $4.17M | Sell |
77,565
-1,255
| -2% | -$67.5K | 2.32% | 10 |
|
|
2021
Q1 | $4.1M | Buy |
78,820
+3,390
| +4% | +$176K | 2.4% | 10 |
|
|
2020
Q4 | $3.47M | Sell |
75,430
-3,470
| -4% | -$159K | 2.18% | 10 |
|
|
2020
Q3 | $2.92M | Buy |
78,900
+4,255
| +6% | +$158K | 2.07% | 11 |
|
|
2020
Q2 | $2.66M | Buy |
74,645
+3,855
| +5% | +$137K | 2.01% | 14 |
|
|
2020
Q1 | $2.04M | Buy |
70,790
+7,520
| +12% | +$216K | 1.9% | 17 |
|
|
2019
Q4 | $2.63M | Buy |
+63,270
| New | +$2.63M | 1.91% | 17 |
|