Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,695
| Closed | -$523K | – | 58 |
|
|
2019
Q4 | $523K | Sell |
12,695
-6,250
| -33% | -$257K | 0.48% | 43 |
|
|
2019
Q3 | $732K | Sell |
18,945
-6,385
| -25% | -$247K | 0.7% | 33 |
|
|
2019
Q2 | $984K | Buy |
25,330
+495
| +2% | +$19.2K | 0.96% | 27 |
|
|
2019
Q1 | $941K | Sell |
24,835
-7,415
| -23% | -$281K | 0.97% | 25 |
|
|
2018
Q4 | $1.06M | Sell |
32,250
-4,220
| -12% | -$139K | 1.4% | 21 |
|
|
2018
Q3 | $1.46M | Buy |
36,470
+30,870
| +551% | +$1.24M | 1.74% | 21 |
|
|
2018
Q2 | $220K | Buy |
+5,600
| New | +$220K | 0.19% | 27 |
|