1776 Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,800
Closed -$96K 211
2020
Q2
$96K Sell
1,800
-1,800
-50% -$96K 0.07% 145
2020
Q1
$184K Buy
3,600
+1,800
+100% +$92K 0.08% 147
2019
Q4
$107K Buy
+1,800
New +$107K 0.09% 134