Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,245
| Closed | -$514K | – | 535 |
|
|
2024
Q3 | $514K | Buy |
8,245
+673
| +9% | +$41.9K | 0.07% | 257 |
|
|
2024
Q2 | $443K | Buy |
7,572
+1,259
| +20% | +$73.7K | 0.07% | 274 |
|
|
2024
Q1 | $383K | Buy |
6,313
+153
| +2% | +$9.29K | 0.06% | 326 |
|
|
2023
Q4 | $342K | Hold |
6,160
| – | – | 0.06% | 335 |
|
|
2023
Q3 | $307K | Buy |
6,160
+90
| +1% | +$4.49K | 0.06% | 313 |
|
|
2023
Q2 | $317K | Sell |
6,070
-1,745
| -22% | -$91.2K | 0.06% | 318 |
|
|
2023
Q1 | $391K | Buy |
7,815
+145
| +2% | +$7.26K | 0.08% | 246 |
|
|
2022
Q4 | $371K | Sell |
7,670
-1,840
| -19% | -$89K | 0.08% | 247 |
|
|
2022
Q3 | $417K | Sell |
9,510
-1,115
| -10% | -$48.9K | 0.1% | 185 |
|
|
2022
Q2 | $481K | Buy |
10,625
+625
| +6% | +$28.3K | 0.11% | 162 |
|
|
2022
Q1 | $537K | Sell |
10,000
-835
| -8% | -$44.8K | 0.11% | 184 |
|
|
2021
Q4 | $613K | Buy |
10,835
+680
| +7% | +$38.5K | 0.11% | 169 |
|
|
2021
Q3 | $534K | Sell |
10,155
-250
| -2% | -$13.1K | 0.11% | 179 |
|
|
2021
Q2 | $559K | Buy |
10,405
+535
| +5% | +$28.7K | 0.11% | 174 |
|
|
2021
Q1 | $514K | Sell |
9,870
-945
| -9% | -$49.2K | 0.11% | 169 |
|
|
2020
Q4 | $497K | Buy |
10,815
+715
| +7% | +$32.9K | 0.12% | 161 |
|
|
2020
Q3 | $0 | Buy |
10,100
+150
| +2% | – | ﹤0.01% | 234 |
|
|
2020
Q2 | $354K | Sell |
9,950
-16,475
| -62% | -$586K | 0.1% | 180 |
|
|
2020
Q1 | $760K | Buy |
26,425
+9,335
| +55% | +$268K | 0.27% | 82 |
|
|
2019
Q4 | $703K | Buy |
17,090
+2,015
| +13% | +$82.9K | 0.2% | 105 |
|
|
2019
Q3 | $579K | Buy |
+15,075
| New | +$579K | 0.23% | 107 |
|