SPIA
Strategic Point Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,261
| Closed | -$3.06M | – | 24 |
|
|
2020
Q1 | $3.06M | Sell |
21,261
-622
| -3% | -$89.5K | 1.31% | 14 |
|
|
2019
Q4 | $4.5M | Buy |
21,883
+1,479
| +7% | +$304K | 1.65% | 13 |
|
|
2019
Q3 | $3.94M | Buy |
20,404
+1,460
| +8% | +$282K | 1.54% | 13 |
|
|
2019
Q2 | $3.68M | Sell |
18,944
-167
| -0.9% | -$32.4K | 1.56% | 13 |
|
|
2019
Q1 | $3.62M | Sell |
19,111
-1,655
| -8% | -$313K | 1.62% | 13 |
|
|
2018
Q4 | $3.45M | Buy |
20,766
+1,520
| +8% | +$252K | 1.63% | 13 |
|
|
2018
Q3 | $3.87M | Buy |
19,246
+2,764
| +17% | +$556K | 93.78% | 1 |
|
|
2018
Q2 | $3.21M | Buy |
16,482
+5,348
| +48% | +$1.04M | 1.26% | 14 |
|
|
2018
Q1 | $2.09M | Buy |
11,134
+3,577
| +47% | +$671K | 0.86% | 16 |
|
|
2017
Q4 | $1.43M | Buy |
7,557
+2,038
| +37% | +$387K | 0.56% | 17 |
|
|
2017
Q3 | $987K | Buy |
5,519
+2,373
| +75% | +$424K | 0.37% | 17 |
|
|
2017
Q2 | $547K | Buy |
3,146
+2,276
| +262% | +$396K | 0.21% | 17 |
|
|
2017
Q1 | $148 | Buy |
+870
| New | +$148 | ﹤0.01% | 16 |
|