Vista Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,270
| Closed | -$412K | – | 101 |
|
|
2021
Q4 | $412K | Sell |
7,270
-700
| -9% | -$39.7K | 0.05% | 61 |
|
|
2021
Q3 | $419K | Sell |
7,970
-8,895
| -53% | -$468K | 0.06% | 52 |
|
|
2021
Q2 | $906K | Hold |
16,865
| – | – | 0.13% | 27 |
|
|
2021
Q1 | $878K | Hold |
16,865
| – | – | 0.14% | 27 |
|
|
2020
Q4 | $775K | Sell |
16,865
-550
| -3% | -$25.3K | 0.13% | 26 |
|
|
2020
Q3 | $645K | Sell |
17,415
-265
| -1% | -$9.82K | 0.12% | 30 |
|
|
2020
Q2 | $629K | Sell |
17,680
-5,245
| -23% | -$187K | 0.12% | 30 |
|
|
2020
Q1 | $659K | Hold |
22,925
| – | – | 0.16% | 26 |
|
|
2019
Q4 | $943K | Sell |
22,925
-505
| -2% | -$20.8K | 0.18% | 22 |
|
|
2019
Q3 | $905K | Hold |
23,430
| – | – | 0.18% | 22 |
|
|
2019
Q2 | $910K | Buy |
+23,430
| New | +$910K | 0.18% | 19 |
|