Lumature 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $75.3K | Hold |
1,440
| – | – | 0.04% | 206 |
|
|
2023
Q1 | $72K | Hold |
1,440
| – | – | 0.04% | 202 |
|
|
2022
Q4 | $69.7K | Hold |
1,440
| – | – | 0.04% | 202 |
|
|
2022
Q3 | $63K | Hold |
1,440
| – | – | 0.03% | 218 |
|
|
2022
Q2 | $65K | Sell |
1,440
-260
| -15% | -$11.7K | 0.03% | 227 |
|
|
2022
Q1 | $91K | Sell |
1,700
-350
| -17% | -$18.7K | 0.04% | 218 |
|
|
2021
Q4 | $116K | Sell |
2,050
-330
| -14% | -$18.7K | 0.05% | 169 |
|
|
2021
Q3 | $125K | Buy |
2,380
+240
| +11% | +$12.6K | 0.05% | 165 |
|
|
2021
Q2 | $115K | Sell |
2,140
-800
| -27% | -$43K | 0.05% | 171 |
|
|
2021
Q1 | $153K | Sell |
2,940
-860
| -23% | -$44.8K | 0.08% | 141 |
|
|
2020
Q4 | $175K | Buy |
+3,800
| New | +$175K | 0.17% | 123 |
|