YorkBridge Wealth Partners’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
Q3 | – | Sell |
-905
| Closed | -$35K | – | 398 |
|
|
2019
Q2 | $35K | Hold |
905
| – | – | 0.02% | 408 |
|
|
2019
Q1 | $34K | Sell |
905
-485
| -35% | -$18.2K | 0.02% | 399 |
|
|
2018
Q4 | $46K | Buy |
1,390
+30
| +2% | +$993 | 0.02% | 339 |
|
|
2018
Q3 | $54K | Hold |
1,360
| – | – | 0.02% | 347 |
|
|
2018
Q2 | $53K | Hold |
1,360
| – | – | 0.02% | 360 |
|
|
2018
Q1 | $51K | Sell |
1,360
-850
| -38% | -$31.9K | 0.02% | 366 |
|
|
2017
Q4 | $82K | Buy |
2,210
+50
| +2% | +$1.86K | 0.04% | 316 |
|
|
2017
Q3 | $77K | Sell |
2,160
-205
| -9% | -$7.31K | 0.04% | 325 |
|
|
2017
Q2 | $83K | Buy |
2,365
+25
| +1% | +$877 | 0.04% | 306 |
|
|
2017
Q1 | $81K | Buy |
2,340
+380
| +19% | +$13.2K | 0.04% | 311 |
|
|
2016
Q4 | $64K | Buy |
+1,960
| New | +$64K | 0.04% | 325 |
|