Southern Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $2.08M | Sell |
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|
2021
Q1 | $2.03M | Hold |
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|
2020
Q4 | $1.8M | Sell |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.63M | Buy |
|