Mountain Capital Investment Advisors’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
Q1 | – | Sell |
-47,785
| Closed | -$1.96M | – | 51 |
|
|
2019
Q4 | $1.96M | Buy |
47,785
+30,320
| +174% | +$1.24M | 0.87% | 17 |
|
|
2019
Q3 | $675K | Buy |
17,465
+675
| +4% | +$26.1K | 0.6% | 19 |
|
|
2019
Q2 | $636K | Buy |
16,790
+5,695
| +51% | +$216K | 0.6% | 19 |
|
|
2019
Q1 | $420K | Buy |
11,095
+330
| +3% | +$12.5K | 0.45% | 21 |
|
|
2018
Q4 | $357K | Buy |
10,765
+2,520
| +31% | +$83.6K | 0.5% | 19 |
|
|
2018
Q3 | $332K | Buy |
8,245
+485
| +6% | +$19.5K | 0.32% | 27 |
|
|
2018
Q2 | $302K | Buy |
7,760
+1,995
| +35% | +$77.6K | 0.29% | 29 |
|
|
2018
Q1 | $216K | Buy |
+5,765
| New | +$216K | 0.23% | 31 |
|
|
2017
Q4 | – | Sell |
-3,145
| Closed | -$112K | – | 210 |
|
|
2017
Q3 | $112K | Buy |
3,145
+2,695
| +599% | +$96K | 0.1% | 63 |
|
|
2017
Q2 | $16K | Buy |
+450
| New | +$16K | 0.02% | 245 |
|