O'Brien Greene & Co’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
Q1 | – | Sell |
-6,160
| Closed | -$283K | – | 132 |
|
|
2020
Q4 | $283K | Buy |
6,160
+240
| +4% | +$11K | 0.12% | 100 |
|
|
2020
Q3 | $219K | Buy |
5,920
+230
| +4% | +$8.51K | 0.1% | 94 |
|
|
2020
Q2 | $202K | Buy |
+5,690
| New | +$202K | 0.11% | 98 |
|
|
2020
Q1 | – | Sell |
-5,470
| Closed | -$225K | – | 107 |
|
|
2019
Q4 | $225K | Buy |
5,470
+150
| +3% | +$6.17K | 0.11% | 96 |
|
|
2019
Q3 | $206K | Sell |
5,320
-180
| -3% | -$6.97K | 0.11% | 101 |
|
|
2019
Q2 | $214K | Buy |
5,500
+145
| +3% | +$5.64K | 0.11% | 103 |
|
|
2019
Q1 | $203K | Buy |
+5,355
| New | +$203K | 0.1% | 105 |
|