Personal Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.19M | Buy |
24,575
+660
| +3% | +$31.9K | 0.01% | 232 |
|
2022
Q3 | $1.05M | Buy |
23,915
+1,695
| +8% | +$74.3K | 0.01% | 233 |
|
2022
Q2 | $1.01M | Sell |
22,220
-1,670
| -7% | -$75.5K | 0.01% | 234 |
|
2022
Q1 | $1.28M | Sell |
23,890
-1,435
| -6% | -$77K | 0.01% | 235 |
|
2021
Q4 | $1.37M | Buy |
25,325
+3,480
| +16% | +$188K | 0.01% | 249 |
|
2021
Q3 | $1.15M | Sell |
21,845
-765
| -3% | -$40.2K | 0.01% | 247 |
|
2021
Q2 | $1.22M | Buy |
22,610
+1,165
| +5% | +$62.6K | 0.01% | 247 |
|
2021
Q1 | $1.12M | Sell |
21,445
-2,380
| -10% | -$124K | 0.01% | 249 |
|
2020
Q4 | $1.1M | Buy |
23,825
+2,705
| +13% | +$124K | 0.01% | 246 |
|
2020
Q3 | $783K | Buy |
21,120
+3,190
| +18% | +$118K | 0.01% | 258 |
|
2020
Q2 | $638K | Sell |
17,930
-17,235
| -49% | -$613K | 0.01% | 241 |
|
2020
Q1 | $966K | Buy |
35,165
+4,425
| +14% | +$122K | 0.01% | 227 |
|
2019
Q4 | $1.27M | Buy |
30,740
+14,095
| +85% | +$580K | 0.01% | 226 |
|
2019
Q3 | $643K | Sell |
16,645
-395
| -2% | -$15.3K | 0.01% | 238 |
|
2019
Q2 | $662K | Sell |
17,040
-2,130
| -11% | -$82.8K | 0.01% | 228 |
|
2019
Q1 | $726K | Sell |
19,170
-12,985
| -40% | -$492K | 0.01% | 218 |
|
2018
Q4 | $1.07M | Buy |
32,155
+11,690
| +57% | +$388K | 0.01% | 194 |
|
2018
Q3 | $824K | Sell |
20,465
-835
| -4% | -$33.6K | 0.01% | 195 |
|
2018
Q2 | $830K | Sell |
21,300
-510
| -2% | -$19.9K | 0.01% | 179 |
|
2018
Q1 | $818K | Sell |
21,810
-2,065
| -9% | -$77.4K | 0.01% | 178 |
|
2017
Q4 | $906K | Buy |
23,875
+3,250
| +16% | +$123K | 0.02% | 179 |
|
2017
Q3 | $738K | Buy |
20,625
+5,110
| +33% | +$183K | 0.01% | 173 |
|
2017
Q2 | $540K | Buy |
15,515
+965
| +7% | +$33.6K | 0.01% | 179 |
|
2017
Q1 | $496K | Buy |
14,550
+2,155
| +17% | +$73.5K | 0.01% | 160 |
|
2016
Q4 | $410K | Buy |
12,395
+1,685
| +16% | +$55.7K | 0.01% | 150 |
|
2016
Q3 | $329K | Buy |
+10,710
| New | +$329K | 0.01% | 148 |
|