Triangle Peak 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
2015
Q3
$1.46M Sell
53,445
-840
-2% -$22.9K 2.64% 12
2015
Q2
$1.63M Sell
54,285
-525
-1% -$15.7K 2.55% 10
2015
Q1
$1.67M Buy
54,810
+3,015
+6% +$91.6K 2.53% 11
2014
Q4
$1.5M Sell
51,795
-16,270
-24% -$471K 2.13% 13
2014
Q3
$1.86M Sell
68,065
-1,255
-2% -$34.3K 1.89% 11
2014
Q2
$1.98M Sell
69,320
-405
-0.6% -$11.6K 1.78% 12
2014
Q1
$1.92M Sell
69,725
-4,755
-6% -$131K 1.73% 14
2013
Q4
$1.99M Buy
+74,480
New +$1.99M 1.89% 13