Legacy Wealth Planning’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
Q3 | $293K | Sell |
6,680
-545
| -8% | -$23.9K | 0.48% | 52 |
|
|
2022
Q2 | $327K | Buy |
7,225
+215
| +3% | +$9.73K | 0.47% | 50 |
|
|
2022
Q1 | $376K | Buy |
7,010
+1,930
| +38% | +$104K | 0.44% | 47 |
|
|
2021
Q4 | $288K | Sell |
5,080
-410
| -7% | -$23.2K | 0.33% | 65 |
|
|
2021
Q3 | $289K | Hold |
5,490
| – | – | 0.32% | 65 |
|
|
2021
Q2 | $295K | Sell |
5,490
-500
| -8% | -$26.9K | 0.34% | 64 |
|
|
2021
Q1 | $312K | Sell |
5,990
-465
| -7% | -$24.2K | 0.4% | 59 |
|
|
2020
Q4 | $297K | Sell |
6,455
-80,860
| -93% | -$3.72M | 0.38% | 56 |
|
|
2020
Q3 | $3.24M | Sell |
87,315
-7,715
| -8% | -$286K | 3.7% | 5 |
|
|
2020
Q2 | $3.38M | Sell |
95,030
-2,195
| -2% | -$78.1K | 4.02% | 4 |
|
|
2020
Q1 | $2.8M | Buy |
97,225
+130
| +0.1% | +$3.74K | 4.48% | 3 |
|
|
2019
Q4 | $4M | Buy |
+97,095
| New | +$4M | 4.53% | 5 |
|