Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.41M | Sell |
46,030
-1,420
| -3% | -$74.3K | 0.72% | 19 |
|
|
2023
Q1 | $2.37M | Buy |
47,450
+60
| +0.1% | +$3K | 0.79% | 19 |
|
|
2022
Q4 | $2.29M | Buy |
47,390
+2,650
| +6% | +$128K | 0.85% | 19 |
|
|
2022
Q3 | $1.96M | Sell |
44,740
-165
| -0.4% | -$7.24K | 0.93% | 19 |
|
|
2022
Q2 | $2.03M | Buy |
44,905
+6,020
| +15% | +$272K | 1.02% | 19 |
|
|
2022
Q1 | $2.09M | Sell |
38,885
-465
| -1% | -$25K | 1.07% | 18 |
|
|
2021
Q4 | $2.23M | Sell |
39,350
-920
| -2% | -$52.1K | 1.28% | 19 |
|
|
2021
Q3 | $2.12M | Sell |
40,270
-3,620
| -8% | -$190K | 1.74% | 18 |
|
|
2021
Q2 | $2.36M | Buy |
43,890
+1,620
| +4% | +$87K | 2.01% | 17 |
|
|
2021
Q1 | $2.2M | Sell |
42,270
-35,040
| -45% | -$1.82M | 2.51% | 14 |
|
|
2020
Q4 | $3.55M | Sell |
77,310
-239,280
| -76% | -$11M | 3.88% | 8 |
|
|
2020
Q3 | $11.7M | Buy |
316,590
+67,245
| +27% | +$2.49M | 5.12% | 3 |
|
|
2020
Q2 | $8.87M | Sell |
249,345
-120,070
| -33% | -$4.27M | 6.24% | 2 |
|
|
2020
Q1 | $10.6M | Sell |
369,415
-251,260
| -40% | -$7.23M | 6.55% | 2 |
|
|
2019
Q4 | $25.5M | Sell |
620,675
-2,320
| -0.4% | -$95.5K | 7.47% | 1 |
|
|
2019
Q3 | $24.1M | Buy |
622,995
+1,330
| +0.2% | +$51.4K | 7.44% | 1 |
|
|
2019
Q2 | $24.2M | Buy |
621,665
+9,140
| +1% | +$355K | 7.38% | 1 |
|
|
2019
Q1 | $23.2M | Buy |
612,525
+750
| +0.1% | +$28.4K | 7.23% | 1 |
|
|
2018
Q4 | $20.3M | Sell |
611,775
-5,460
| -0.9% | -$181K | 6.88% | 1 |
|
|
2018
Q3 | $24.8M | Sell |
617,235
-5,910
| -0.9% | -$238K | 7.45% | 1 |
|
|
2018
Q2 | $24.3M | Buy |
623,145
+118,650
| +24% | +$4.62M | 7.49% | 1 |
|
|
2018
Q1 | $18.9M | Buy |
504,495
+210,095
| +71% | +$7.88M | 5.98% | 2 |
|
|
2017
Q4 | $11.2M | Buy |
+294,400
| New | +$11.2M | 3.63% | 12 |
|