Thrive Capital Management (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,940
| Closed | -$223K | – | 109 |
|
|
2021
Q4 | $223K | Sell |
3,940
-2,490
| -39% | -$141K | 0.15% | 95 |
|
|
2021
Q3 | $338K | Sell |
6,430
-1,665
| -21% | -$87.5K | 0.25% | 86 |
|
|
2021
Q2 | $435K | Sell |
8,095
-4,085
| -34% | -$220K | 0.34% | 85 |
|
|
2021
Q1 | $634K | Sell |
12,180
-2,370
| -16% | -$123K | 0.59% | 44 |
|
|
2020
Q4 | $669K | Buy |
+14,550
| New | +$669K | 0.71% | 31 |
|