TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-510
| Closed | -$31K | – | 390 |
|
|
2024
Q1 | $31K | Hold |
510
| – | – | 0.01% | 69 |
|
|
2023
Q4 | $28.3K | Buy |
510
+150
| +42% | +$8.31K | 0.01% | 72 |
|
|
2023
Q3 | $18.8K | Hold |
360
| – | – | ﹤0.01% | 149 |
|
|
2023
Q2 | $18.8K | Hold |
360
| – | – | ﹤0.01% | 140 |
|
|
2023
Q1 | $18K | Sell |
360
-15,525
| -98% | -$777K | ﹤0.01% | 100 |
|
|
2022
Q4 | $209K | Buy |
15,885
+15,600
| +5,474% | +$205K | 0.05% | 38 |
|
|
2022
Q3 | $12K | Hold |
285
| – | – | ﹤0.01% | 83 |
|
|
2022
Q2 | $13K | Buy |
285
+95
| +50% | +$4.33K | ﹤0.01% | 110 |
|
|
2022
Q1 | $10K | Hold |
190
| – | – | ﹤0.01% | 97 |
|
|
2021
Q4 | $10K | Hold |
190
| – | – | ﹤0.01% | 91 |
|
|
2021
Q3 | $10K | Hold |
190
| – | – | ﹤0.01% | 93 |
|
|
2021
Q2 | $10K | Hold |
190
| – | – | ﹤0.01% | 65 |
|
|
2021
Q1 | $10K | Sell |
190
-95
| -33% | -$5K | ﹤0.01% | 130 |
|
|
2020
Q4 | $13K | Hold |
285
| – | – | ﹤0.01% | 68 |
|
|
2020
Q3 | $11K | Hold |
285
| – | – | ﹤0.01% | 75 |
|
|
2020
Q2 | $10K | Sell |
285
-95
| -25% | -$3.33K | ﹤0.01% | 89 |
|
|
2020
Q1 | $10K | Sell |
380
-560
| -60% | -$14.7K | ﹤0.01% | 90 |
|
|
2019
Q4 | $38K | Buy |
+940
| New | +$38K | 0.04% | 71 |
|