Lenox 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 |
-85
| Closed | -$3K | – | 729 |
|
|
2019
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 600 |
|
|
2019
Q3 | $3K | Buy |
85
+20
| +31% | +$706 | ﹤0.01% | 594 |
|
|
2019
Q2 | $2K | Buy |
65
+15
| +30% | +$462 | ﹤0.01% | 596 |
|
|
2019
Q1 | $2K | Sell |
50
-180
| -78% | -$7.2K | ﹤0.01% | 611 |
|
|
2018
Q4 | $8K | Sell |
230
-560
| -71% | -$19.5K | ﹤0.01% | 415 |
|
|
2018
Q3 | $32K | Hold |
790
| – | – | 0.01% | 265 |
|
|
2018
Q2 | $31K | Hold |
790
| – | – | 0.01% | 247 |
|
|
2018
Q1 | $29K | Hold |
790
| – | – | 0.01% | 259 |
|
|
2017
Q4 | $30K | Hold |
790
| – | – | 0.01% | 269 |
|
|
2017
Q3 | $28K | Hold |
790
| – | – | 0.01% | 280 |
|
|
2017
Q2 | $27K | Buy |
+790
| New | +$27K | 0.01% | 270 |
|