SWM
Strategic Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-53,269
| Closed | -$7.71M | – | 47 |
|
|
2014
Q4 | $7.71M | Sell |
53,269
-509
| -0.9% | -$73.7K | 7.51% | 5 |
|
|
2014
Q3 | $7.35M | Buy |
53,778
+23,965
| +80% | +$3.28M | 7.66% | 6 |
|
|
2014
Q2 | $4.27M | Sell |
29,813
-162
| -0.5% | -$23.2K | 4.37% | 7 |
|
|
2014
Q1 | $4.12M | Buy |
+29,975
| New | +$4.12M | 3.84% | 8 |
|