ShoreHaven Wealth Partners’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 Q4	–	Sell	-27,780	Closed	-$1.39M	–	79
2023 Q3	$1.39M	Buy	+27,780	New	+$1.39M	0.95%	27
2021 Q2	–	Sell	-690	Closed	-$36K	–	148
2021 Q1	$36K	Hold	690	–	–	0.02%	136
2020 Q4	$32K	Buy	+690	New	+$32K	0.02%	133