Ten Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $511K | Buy |
9,790
+9,000
| +1,139% | +$470K | 0.15% | 56 |
|
|
2023
Q1 | $39.5K | Hold |
790
| – | – | 0.01% | 245 |
|
|
2022
Q4 | $38.2K | Buy |
790
+230
| +41% | +$11.1K | 0.02% | 187 |
|
|
2022
Q3 | $25K | Hold |
560
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $25K | Buy |
560
+20
| +4% | +$893 | 0.01% | 184 |
|
|
2022
Q1 | $29K | Hold |
540
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $31K | Hold |
540
| – | – | 0.01% | 178 |
|
|
2021
Q3 | $28K | Buy |
540
+370
| +218% | +$19.2K | 0.01% | 176 |
|
|
2021
Q2 | $9K | Hold |
170
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $8K | Sell |
170
-45
| -21% | -$2.12K | ﹤0.01% | 275 |
|
|
2020
Q4 | $10K | Buy |
+215
| New | +$10K | ﹤0.01% | 261 |
|