MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-350
| Closed | -$18K | – | 324 |
|
|
2021
Q1 | $18K | Sell |
350
-5
| -1% | -$257 | 0.01% | 247 |
|
|
2020
Q4 | $16K | Hold |
355
| – | – | 0.01% | 253 |
|
|
2020
Q3 | $13K | Hold |
355
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $13K | Buy |
+355
| New | +$13K | 0.01% | 228 |
|
|
2017
Q3 | – | Sell |
-740
| Closed | -$25K | – | 207 |
|
|
2017
Q2 | $25K | Buy |
+740
| New | +$25K | 0.02% | 212 |
|