WESPAC Advisors SoCal’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-750
| Closed | -$28K | – | 180 |
|
2019
Q1 | $28K | Buy |
+750
| New | +$28K | 0.02% | 143 |
|
2018
Q4 | – | Hold |
0
| – | -$30K | – | 162 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 153 |
|
2018
Q2 | – | Sell |
-850
| Closed | -$31K | – | 164 |
|
2018
Q1 | $31K | Buy |
+850
| New | +$31K | 0.02% | 131 |
|