Secrest Blakey & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,490
| Closed | -$869K | – | 81 |
|
|
2019
Q3 | $869K | Sell |
22,490
-45
| -0.2% | -$1.74K | 0.72% | 39 |
|
|
2019
Q2 | $876K | Sell |
22,535
-115
| -0.5% | -$4.47K | 0.76% | 39 |
|
|
2019
Q1 | $858K | Sell |
22,650
-7,860
| -26% | -$298K | 0.83% | 37 |
|
|
2018
Q4 | $1.01M | Sell |
30,510
-6,935
| -19% | -$230K | 0.85% | 33 |
|
|
2018
Q3 | $1.51M | Sell |
37,445
-40
| -0.1% | -$1.62K | 1.17% | 21 |
|
|
2018
Q2 | $1.47M | Buy |
37,485
+235
| +0.6% | +$9.18K | 1.15% | 21 |
|
|
2018
Q1 | $1.4M | Sell |
37,250
-115
| -0.3% | -$4.31K | 1.19% | 23 |
|
|
2017
Q4 | $1.42M | Buy |
+37,365
| New | +$1.42M | 1.15% | 22 |
|