Wellesley Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9.59M | Sell |
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|
2020
Q2 | $9.23M | Sell |
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|
2020
Q1 | $12.4M | Sell |
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|
2019
Q4 | $23.3M | Sell |
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|
2019
Q3 | $22.3M | Buy |
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|
2019
Q2 | $22.3M | Buy |
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|
2019
Q1 | $21.6M | Sell |
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|
2018
Q4 | $19.2M | Buy |
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|
2018
Q3 | $22.7M | Buy |
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|
2018
Q2 | $21.5M | Buy |
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|
2018
Q1 | $19.9M | Buy |
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|
2017
Q4 | $18.9M | Buy |
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|
2017
Q3 | $17.6M | Buy |
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|
2017
Q2 | $16.9M | Buy |
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|
2017
Q1 | $16.1M | Sell |
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|
2016
Q4 | $15.6M | Buy |
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|
2016
Q3 | $14.1M | Sell |
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|
2016
Q2 | $13.6M | Buy |
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|
2016
Q1 | $11.4M | Buy |
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|
2015
Q4 | $8.88M | Buy |
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