New England Guild Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.47M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $958K | Sell |
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|
2019
Q4 | $3.47M | Sell |
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|
2019
Q3 | $3.72M | Buy |
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|
2019
Q2 | $3.34M | Sell |
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|
2019
Q1 | $3.5M | Sell |
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|
2018
Q4 | $3.09M | Sell |
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|
2018
Q3 | $4.07M | Sell |
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|
2018
Q2 | $4M | Buy |
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|
2018
Q1 | $3.66M | Buy |
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|
2017
Q4 | $3.66M | Buy |
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