Private Wealth Advisors (Pennsylvania)’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
Q4 | $1.62M | Buy |
+35,275
| New | +$1.62M | 0.92% | 26 |
|
|
2020
Q1 | – | Sell |
-87,265
| Closed | -$3.58M | – | 108 |
|
|
2019
Q4 | $3.58M | Sell |
87,265
-41,405
| -32% | -$1.7M | 1.91% | 15 |
|
|
2019
Q3 | $4.97M | Sell |
128,670
-115,005
| -47% | -$4.44M | 2.53% | 8 |
|
|
2019
Q2 | $9.47M | Buy |
243,675
+15,550
| +7% | +$604K | 3.36% | 5 |
|
|
2019
Q1 | $8.64M | Buy |
228,125
+13,770
| +6% | +$522K | 3.23% | 6 |
|
|
2018
Q4 | $7.12M | Buy |
214,355
+1,440
| +0.7% | +$47.8K | 3.09% | 6 |
|
|
2018
Q3 | $8.57M | Buy |
212,915
+8,110
| +4% | +$327K | 3.17% | 5 |
|
|
2018
Q2 | $7.98M | Buy |
204,805
+10,505
| +5% | +$409K | 3.18% | 5 |
|
|
2018
Q1 | $7.29M | Buy |
194,300
+8,205
| +4% | +$308K | 2.92% | 5 |
|
|
2017
Q4 | $7.06M | Buy |
186,095
+6,060
| +3% | +$230K | 2.74% | 5 |
|
|
2017
Q3 | $6.44M | Buy |
180,035
+2,515
| +1% | +$90K | 2.64% | 5 |
|
|
2017
Q2 | $6.18M | Buy |
177,520
+16,140
| +10% | +$562K | 2.64% | 5 |
|
|
2017
Q1 | $5.53M | Buy |
161,380
+14,550
| +10% | +$498K | 2.48% | 8 |
|
|
2016
Q4 | $4.86M | Buy |
146,830
+9,650
| +7% | +$319K | 2.26% | 10 |
|
|
2016
Q3 | $4.25M | Buy |
137,180
+3,465
| +3% | +$107K | 2.02% | 12 |
|
|
2016
Q2 | $4M | Buy |
133,715
+34,900
| +35% | +$1.04M | 1.96% | 13 |
|
|
2016
Q1 | $2.85M | Buy |
98,815
+5,360
| +6% | +$155K | 1.52% | 19 |
|
|
2015
Q4 | $2.6M | Buy |
93,455
+17,015
| +22% | +$474K | 1.47% | 21 |
|
|
2015
Q3 | $2.09M | Buy |
76,440
+645
| +0.9% | +$17.6K | 1.04% | 29 |
|
|
2015
Q2 | $2.27M | Buy |
75,795
+10,905
| +17% | +$327K | 1.03% | 34 |
|
|
2015
Q1 | $1.97M | Buy |
+64,890
| New | +$1.97M | 0.92% | 34 |
|