Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $128K | Buy |
2,790
+1,505
| +117% | +$69K | 0.02% | 395 |
|
|
2020
Q3 | $48K | Sell |
1,285
-195
| -13% | -$7.28K | 0.01% | 464 |
|
|
2020
Q2 | $52K | Buy |
1,480
+590
| +66% | +$20.7K | 0.01% | 458 |
|
|
2020
Q1 | $26K | Sell |
890
-380
| -30% | -$11.1K | 0.01% | 536 |
|
|
2019
Q4 | $54K | Sell |
1,270
-800
| -39% | -$34K | 0.01% | 491 |
|
|
2019
Q3 | $80K | Hold |
2,070
| – | – | 0.02% | 436 |
|
|
2019
Q2 | $82K | Buy |
2,070
+800
| +63% | +$31.7K | 0.02% | 434 |
|
|
2019
Q1 | $48K | Hold |
1,270
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $44K | Hold |
1,270
| – | – | 0.01% | 474 |
|
|
2018
Q3 | $52K | Hold |
1,270
| – | – | 0.02% | 479 |
|
|
2018
Q2 | $50K | Hold |
1,270
| – | – | 0.02% | 496 |
|
|
2018
Q1 | $47.5K | Hold |
1,270
| – | – | 0.02% | 489 |
|
|
2017
Q4 | $48K | Buy |
1,270
+380
| +43% | +$14.4K | 0.02% | 502 |
|
|
2017
Q3 | $31.7K | Sell |
890
-2,540
| -74% | -$90.4K | 0.01% | 563 |
|
|
2017
Q2 | $119K | Buy |
3,430
+1,470
| +75% | +$51K | 0.03% | 401 |
|
|
2017
Q1 | $67.1K | Sell |
1,960
-230
| -11% | -$7.88K | 0.02% | 485 |
|
|
2016
Q4 | $72.3K | Sell |
2,190
-360
| -14% | -$11.9K | 0.02% | 455 |
|
|
2016
Q3 | $78.7K | Buy |
2,550
+500
| +24% | +$15.4K | 0.02% | 447 |
|
|
2016
Q2 | $61.1K | Buy |
2,050
+5
| +0.2% | +$149 | 0.02% | 470 |
|
|
2016
Q1 | $59K | Sell |
2,045
-365
| -15% | -$10.5K | 0.02% | 466 |
|
|
2015
Q4 | $67K | Buy |
2,410
+1,010
| +72% | +$28.1K | 0.02% | 477 |
|
|
2015
Q3 | $38.1K | Buy |
1,400
+250
| +22% | +$6.81K | 0.01% | 562 |
|
|
2015
Q2 | $34.3K | Hold |
1,150
| – | – | 0.01% | 632 |
|
|
2015
Q1 | $34.8K | Hold |
1,150
| – | – | 0.01% | 614 |
|
|
2014
Q4 | $33.2K | Hold |
1,150
| – | – | 0.01% | 623 |
|
|
2014
Q3 | $31.3K | Buy |
1,150
+5
| +0.4% | +$136 | 0.01% | 655 |
|
|
2014
Q2 | $32.8K | Hold |
1,145
| – | – | 0.01% | 574 |
|
|
2014
Q1 | $31.5K | Hold |
1,145
| – | – | 0.01% | 578 |
|
|
2013
Q4 | $31K | Buy |
+1,145
| New | +$31K | 0.01% | 596 |
|