Monument Capital 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
Q4 | – | Sell |
-43,995
| Closed | -$1.63M | – | 94 |
|
2020
Q3 | $1.63M | Buy |
+43,995
| New | +$1.63M | 0.86% | 61 |
|
2019
Q3 | – | Sell |
-9,910
| Closed | -$386K | – | 88 |
|
2019
Q2 | $386K | Sell |
9,910
-115
| -1% | -$4.48K | 0.21% | 83 |
|
2019
Q1 | $380K | Sell |
10,025
-40
| -0.4% | -$1.52K | 0.22% | 82 |
|
2018
Q4 | $334K | Buy |
10,065
+1,260
| +14% | +$41.8K | 0.21% | 81 |
|
2018
Q3 | $354K | Buy |
8,805
+10
| +0.1% | +$402 | 0.2% | 72 |
|
2018
Q2 | $343K | Buy |
8,795
+8,270
| +1,575% | +$323K | 0.24% | 70 |
|
2018
Q1 | $19K | Hold |
525
| – | – | 0.01% | 103 |
|
2017
Q4 | $19K | Buy |
+525
| New | +$19K | 0.01% | 97 |
|