Price Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.58M | Sell |
42,650
-14,120
| -25% | -$523K | 0.44% | 27 |
|
2020
Q2 | $2.02M | Sell |
56,770
-52,860
| -48% | -$1.88M | 0.6% | 26 |
|
2020
Q1 | $3.15M | Sell |
109,630
-104,785
| -49% | -$3.01M | 1.14% | 19 |
|
2019
Q4 | $8.83M | Buy |
214,415
+1,430
| +0.7% | +$58.9K | 2.75% | 11 |
|
2019
Q3 | $8.23M | Hold |
212,985
| – | – | 2.69% | 11 |
|
2019
Q2 | $8.28M | Buy |
212,985
+71,165
| +50% | +$2.76M | 2.68% | 10 |
|
2019
Q1 | $5.37M | Buy |
141,820
+3,175
| +2% | +$120K | 2.06% | 10 |
|
2018
Q4 | $4.61M | Buy |
138,645
+9,135
| +7% | +$303K | 1.94% | 10 |
|
2018
Q3 | $5.21M | Buy |
129,510
+5,300
| +4% | +$213K | 1.94% | 10 |
|
2018
Q2 | $4.84M | Buy |
124,210
+16,185
| +15% | +$631K | 1.84% | 9 |
|
2018
Q1 | $4.05M | Buy |
108,025
+9,380
| +10% | +$352K | 2.43% | 8 |
|
2017
Q4 | $3.74M | Buy |
+98,645
| New | +$3.74M | 2.45% | 9 |
|