WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.2K | Sell |
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|
2024
Q3 | $14K | Sell |
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|
2024
Q2 | $19.4K | Sell |
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|
2024
Q1 | $23K | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $9.68K | Buy |
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|
2022
Q3 | $877 | Hold |
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|
2022
Q2 | $905 | Sell |
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|
2022
Q1 | $5.69K | Buy |
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