WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.2K | Sell |
212
-13
| -6% | -$808 | ﹤0.01% | 553 |
|
|
2024
Q3 | $14K | Sell |
225
-107
| -32% | -$6.67K | ﹤0.01% | 574 |
|
|
2024
Q2 | $19.4K | Sell |
332
-46
| -12% | -$2.69K | 0.01% | 450 |
|
|
2024
Q1 | $23K | Sell |
378
-5,267
| -93% | -$320K | 0.01% | 428 |
|
|
2023
Q4 | $313K | Sell |
5,645
-710
| -11% | -$39.4K | 0.12% | 142 |
|
|
2023
Q3 | $317K | Buy |
+6,355
| New | +$317K | 0.12% | 133 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$9.68K | – | 940 |
|
|
2022
Q4 | $9.68K | Buy |
200
+180
| +900% | +$8.71K | 0.01% | 272 |
|
|
2022
Q3 | $877 | Hold |
20
| – | – | ﹤0.01% | 429 |
|
|
2022
Q2 | $905 | Sell |
20
-85
| -81% | -$3.85K | ﹤0.01% | 459 |
|
|
2022
Q1 | $5.69K | Buy |
+105
| New | +$5.69K | ﹤0.01% | 347 |
|