Sequoia Wealth Management’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 |
-39,610
| Closed | -$1.53M | – | 33 |
|
|
2019
Q3 | $1.53M | Buy |
39,610
+5,965
| +18% | +$231K | 3.13% | 7 |
|
|
2019
Q2 | $1.3M | Sell |
33,645
-8,785
| -21% | -$340K | 1.23% | 18 |
|
|
2019
Q1 | $1.61M | Buy |
42,430
+11,695
| +38% | +$442K | 1.3% | 18 |
|
|
2018
Q4 | $1.02M | Sell |
30,735
-13,490
| -31% | -$448K | 1.01% | 23 |
|
|
2018
Q3 | $1.78M | Sell |
44,225
-11,410
| -21% | -$459K | 1.53% | 21 |
|
|
2018
Q2 | $1.48M | Buy |
55,635
+23,195
| +72% | +$617K | 1.57% | 17 |
|
|
2018
Q1 | $1.22M | Sell |
32,440
-11,470
| -26% | -$431K | 1.18% | 19 |
|
|
2017
Q4 | $1.71M | Buy |
+43,910
| New | +$1.71M | 1.54% | 19 |
|