Spectrum Wealth Advisory Group’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
Q4 | – | Sell |
-5,800
| Closed | -$214K | – | 42 |
|
|
2020
Q3 | $214K | Buy |
+5,800
| New | +$214K | 0.14% | 40 |
|
|
2020
Q2 | – | Sell |
-8,355
| Closed | -$241K | – | 35 |
|
|
2020
Q1 | $241K | Sell |
8,355
-495
| -6% | -$14.3K | 0.52% | 26 |
|
|
2019
Q4 | $364K | Sell |
8,850
-370
| -4% | -$15.2K | 0.65% | 22 |
|
|
2019
Q3 | $356K | Sell |
9,220
-110
| -1% | -$4.25K | 0.71% | 21 |
|
|
2019
Q2 | $361K | Sell |
9,330
-4,110
| -31% | -$159K | 0.74% | 26 |
|
|
2019
Q1 | $509K | Buy |
+13,440
| New | +$509K | 0.8% | 21 |
|