Shine Investment Advisory Services’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
Q3 | $14.7M | Buy |
397,530
+1,930
| +0.5% | +$71.5K | 4.99% | 6 |
|
|
2020
Q2 | $14.1M | Buy |
395,600
+23,110
| +6% | +$822K | 5.14% | 6 |
|
|
2020
Q1 | $10.7M | Buy |
372,490
+120,915
| +48% | +$3.48M | 4.97% | 5 |
|
|
2019
Q4 | $10.4M | Buy |
251,575
+195,045
| +345% | +$8.03M | 4.13% | 4 |
|
|
2019
Q3 | $2.19M | Buy |
56,530
+2,175
| +4% | +$84.1K | 1.04% | 19 |
|
|
2019
Q2 | $2.11M | Buy |
54,355
+50
| +0.1% | +$1.94K | 0.98% | 20 |
|
|
2019
Q1 | $2.06M | Sell |
54,305
-14,765
| -21% | -$559K | 0.95% | 20 |
|
|
2018
Q4 | $2.29M | Buy |
69,070
+25,240
| +58% | +$838K | 1.13% | 20 |
|
|
2018
Q3 | $1.76M | Buy |
43,830
+2,025
| +5% | +$81.5K | 0.93% | 18 |
|
|
2018
Q2 | $1.63M | Buy |
41,805
+2,410
| +6% | +$93.9K | 0.83% | 19 |
|
|
2018
Q1 | $1.48M | Buy |
39,395
+35
| +0.1% | +$1.31K | 0.78% | 19 |
|
|
2017
Q4 | $1.49M | Buy |
39,360
+410
| +1% | +$15.6K | 0.74% | 20 |
|
|
2017
Q3 | $1.39M | Buy |
38,950
+60
| +0.2% | +$2.15K | 0.73% | 20 |
|
|
2017
Q2 | $1.35M | Buy |
38,890
+12,750
| +49% | +$444K | 0.69% | 20 |
|
|
2017
Q1 | $895K | Buy |
+26,140
| New | +$895K | 0.59% | 30 |
|