Triad Financial 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
Q3 | $1.07M | Sell |
21,480
-60
| -0.3% | -$2.99K | 0.38% | 29 |
|
|
2023
Q2 | $1.13M | Sell |
21,540
-890
| -4% | -$46.5K | 0.46% | 28 |
|
|
2023
Q1 | $1.12M | Sell |
22,430
-875
| -4% | -$43.8K | 0.49% | 27 |
|
|
2022
Q4 | $1.13M | Buy |
23,305
+485
| +2% | +$23.5K | 0.5% | 24 |
|
|
2022
Q3 | $1M | Sell |
22,820
-5
| -0% | -$219 | 0.54% | 22 |
|
|
2022
Q2 | $1.03M | Buy |
22,825
+1,100
| +5% | +$49.8K | 0.57% | 19 |
|
|
2022
Q1 | $1.17M | Sell |
21,725
-470
| -2% | -$25.2K | 0.62% | 22 |
|
|
2021
Q4 | $1.26M | Buy |
+22,195
| New | +$1.26M | 0.75% | 21 |
|