Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $347K | Sell |
8,630
-150
| -2% | -$6.03K | 0.02% | 230 |
|
|
2018
Q2 | $342K | Buy |
8,780
+1,460
| +20% | +$56.9K | 0.02% | 233 |
|
|
2018
Q1 | $275K | Sell |
7,320
-2,090
| -22% | -$78.5K | 0.02% | 240 |
|
|
2017
Q4 | $357K | Buy |
9,410
+1,525
| +19% | +$57.9K | 0.02% | 215 |
|
|
2017
Q3 | $282K | Sell |
7,885
-4,005
| -34% | -$143K | 0.02% | 222 |
|
|
2017
Q2 | $414K | Buy |
11,890
+2,415
| +25% | +$84.1K | 0.03% | 190 |
|
|
2017
Q1 | $324K | Buy |
+9,475
| New | +$324K | 0.02% | 211 |
|