Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,800
| Closed | -$302K | – | 203 |
|
|
2021
Q1 | $302K | Hold |
5,800
| – | – | 0.03% | 316 |
|
|
2020
Q4 | $267K | Buy |
+5,800
| New | +$267K | 0.03% | 310 |
|
|
2020
Q3 | – | Sell |
-5,675
| Closed | -$202K | – | 341 |
|
|
2020
Q2 | $202K | Buy |
+5,675
| New | +$202K | 0.02% | 309 |
|
|
2020
Q1 | – | Sell |
-7,400
| Closed | -$305K | – | 323 |
|
|
2019
Q4 | $305K | Hold |
7,400
| – | – | 0.04% | 289 |
|
|
2019
Q3 | $292K | Hold |
7,400
| – | – | 0.04% | 284 |
|
|
2019
Q2 | $287K | Hold |
7,400
| – | – | 0.04% | 286 |
|
|
2019
Q1 | $280K | Buy |
7,400
+1,725
| +30% | +$65.3K | 0.04% | 289 |
|
|
2018
Q4 | $206K | Hold |
5,675
| – | – | 0.03% | 314 |
|
|
2018
Q3 | $228K | Hold |
5,675
| – | – | 0.03% | 324 |
|
|
2018
Q2 | $221K | Hold |
5,675
| – | – | 0.03% | 319 |
|
|
2018
Q1 | $213K | Hold |
5,675
| – | – | 0.03% | 320 |
|
|
2017
Q4 | $215K | Buy |
+5,675
| New | +$215K | 0.03% | 314 |
|