Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-155
| Closed | -$8K | – | 160 |
|
|
2021
Q2 | $8K | Hold |
155
| – | – | ﹤0.01% | 246 |
|
|
2021
Q1 | $8K | Hold |
155
| – | – | ﹤0.01% | 238 |
|
|
2020
Q4 | $7K | Buy |
+155
| New | +$7K | ﹤0.01% | 213 |
|
|
2020
Q3 | – | Sell |
-155
| Closed | -$6K | – | 134 |
|
|
2020
Q2 | $6K | Buy |
+155
| New | +$6K | ﹤0.01% | 198 |
|
|
2019
Q1 | – | Sell |
-155
| Closed | -$5K | – | 128 |
|
|
2018
Q4 | $5K | Hold |
155
| – | – | ﹤0.01% | 180 |
|
|
2018
Q3 | $6K | Sell |
155
-35
| -18% | -$1.36K | ﹤0.01% | 178 |
|
|
2018
Q2 | $7K | Hold |
190
| – | – | ﹤0.01% | 177 |
|
|
2018
Q1 | $7K | Hold |
190
| – | – | ﹤0.01% | 172 |
|
|
2017
Q4 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 182 |
|