Lumature Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $75.3K | Hold |
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2023
Q1 | $72K | Hold |
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|
2022
Q4 | $69.7K | Hold |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $91K | Sell |
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|
2021
Q4 | $116K | Sell |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $153K | Sell |
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|
2020
Q4 | $175K | Buy |
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