Phoenix Wealth 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
Q4
Sell
-490
Closed -$26K 231
2021
Q3
$26K Sell
490
-70
-13% -$3.71K 0.02% 242
2021
Q2
$30K Hold
560
0.02% 223
2021
Q1
$30K Hold
560
0.02% 224
2020
Q4
$26K Buy
+560
New +$26K 0.02% 237