Milestone Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-118,990
| Closed | -$4.62M | – | 57 |
|
|
2019
Q2 | $4.62M | Buy |
118,990
+2,090
| +2% | +$81.2K | 2.81% | 9 |
|
|
2019
Q1 | $4.43M | Buy |
116,900
+16,680
| +17% | +$632K | 2.86% | 8 |
|
|
2018
Q4 | $3.29M | Sell |
100,220
-93,315
| -48% | -$3.07M | 2.85% | 8 |
|
|
2018
Q3 | $7.79M | Sell |
193,535
-770
| -0.4% | -$31K | 5.52% | 4 |
|
|
2018
Q2 | $7.57M | Buy |
194,305
+5,120
| +3% | +$199K | 5.63% | 5 |
|
|
2018
Q1 | $7.1M | Sell |
189,185
-2,465
| -1% | -$92.5K | 5.31% | 6 |
|
|
2017
Q4 | $7.27M | Buy |
+191,650
| New | +$7.27M | 5.45% | 6 |
|