SWA
Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $451K | Buy |
1,810
+1,044
| +136% | +$260K | 0.22% | 69 |
|
|
2023
Q2 | $200K | Buy |
766
+166
| +28% | +$43.4K | 0.1% | 108 |
|
|
2023
Q1 | $150K | Buy |
600
+167
| +39% | +$41.8K | 0.08% | 128 |
|
|
2022
Q4 | $105K | Sell |
433
-162
| -27% | -$39.2K | 0.04% | 243 |
|
|
2022
Q3 | $130K | Buy |
595
+438
| +279% | +$96K | 0.05% | 216 |
|
|
2022
Q2 | $35.5K | Hold |
157
| – | – | 0.01% | 478 |
|
|
2022
Q1 | $42.1K | Buy |
157
+4
| +3% | +$1.07K | 0.01% | 462 |
|
|
2021
Q4 | $43.3K | Sell |
153
-15
| -9% | -$4.25K | 0.01% | 462 |
|
|
2021
Q3 | $44.2K | Hold |
168
| – | – | 0.02% | 429 |
|
|
2021
Q2 | $45.1K | Buy |
168
+2
| +1% | +$537 | 0.02% | 434 |
|
|
2021
Q1 | $43.2K | Hold |
166
| – | – | 0.02% | 431 |
|
|
2020
Q4 | $38.2K | Hold |
166
| – | – | 0.02% | 431 |
|
|
2020
Q3 | $30.8K | Buy |
166
+86
| +108% | +$15.9K | 0.01% | 426 |
|
|
2020
Q2 | $14.2K | Buy |
80
+54
| +208% | +$9.6K | 0.01% | 623 |
|
|
2020
Q1 | $3.74K | Buy |
26
+15
| +136% | +$2.16K | ﹤0.01% | 918 |
|
|
2019
Q4 | $2.26K | Hold |
11
| – | – | ﹤0.01% | 1047 |
|
|
2019
Q3 | $2.13K | Hold |
11
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q2 | $2.14K | Hold |
11
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q1 | $2.08K | Hold |
11
| – | – | ﹤0.01% | 1041 |
|
|
2018
Q4 | $1.83K | Hold |
11
| – | – | ﹤0.01% | 995 |
|
|
2018
Q3 | $2.21K | Hold |
11
| – | – | ﹤0.01% | 988 |
|
|
2018
Q2 | $2.14K | Hold |
11
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q1 | $2.06K | Hold |
11
| – | – | ﹤0.01% | 1002 |
|
|
2017
Q4 | $2.09K | Hold |
11
| – | – | ﹤0.01% | 963 |
|
|
2017
Q3 | $1.97K | Hold |
11
| – | – | ﹤0.01% | 953 |
|
|
2017
Q2 | $1.91K | Hold |
11
| – | – | ﹤0.01% | 958 |
|
|
2017
Q1 | $1.88K | Hold |
11
| – | – | ﹤0.01% | 936 |
|
|
2016
Q4 | $1.82K | Hold |
11
| – | – | ﹤0.01% | 936 |
|
|
2016
Q3 | $1.7K | Hold |
11
| – | – | ﹤0.01% | 930 |
|
|
2016
Q2 | $1.64K | Hold |
11
| – | – | ﹤0.01% | 897 |
|
|
2016
Q1 | $1.59K | Buy |
+11
| New | +$1.59K | ﹤0.01% | 893 |
|