San Luis 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
2023
Q3
Sell
-31,105
Closed -$1.63M 106
2023
Q2
$1.63M Sell
31,105
-3,080
-9% -$161K 0.57% 38
2023
Q1
$1.71M Buy
+34,185
New +$1.71M 0.66% 42
2022
Q2
Sell
-150
Closed -$8K 243
2022
Q1
$8K Buy
+150
New +$8K ﹤0.01% 375