Northstar Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $214K | Sell |
5,795
-2,895
| -33% | -$107K | 0.1% | 136 |
|
|
2020
Q2 | $309K | Buy |
8,690
+200
| +2% | +$7.11K | 0.13% | 138 |
|
|
2020
Q1 | $244K | Sell |
8,490
-170
| -2% | -$4.89K | 0.12% | 138 |
|
|
2019
Q4 | $356K | Sell |
8,660
-260
| -3% | -$10.7K | 0.15% | 134 |
|
|
2019
Q3 | $345K | Buy |
8,920
+740
| +9% | +$28.6K | 0.15% | 134 |
|
|
2019
Q2 | $318K | Sell |
8,180
-385
| -4% | -$15K | 0.14% | 140 |
|
|
2019
Q1 | $324K | Sell |
8,565
-615
| -7% | -$23.3K | 0.15% | 135 |
|
|
2018
Q4 | $305K | Buy |
9,180
+470
| +5% | +$15.6K | 0.16% | 132 |
|
|
2018
Q3 | $350K | Sell |
8,710
-920
| -10% | -$37K | 0.17% | 125 |
|
|
2018
Q2 | $375K | Hold |
9,630
| – | – | 0.19% | 129 |
|
|
2018
Q1 | $361K | Buy |
+9,630
| New | +$361K | 0.18% | 132 |
|