1919 Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $320K | Buy |
8,064
+988
| +14% | +$39.2K | 0.01% | 495 |
|
|
2014
Q2 | $288K | Hold |
7,076
| – | – | 0.01% | 505 |
|
|
2014
Q1 | $274K | Hold |
7,076
| – | – | 0.01% | 497 |
|
|
2013
Q4 | $266K | Buy |
7,076
+6,484
| +1,095% | +$244K | 0.01% | 499 |
|
|
2013
Q3 | $21K | Sell |
592
-208
| -26% | -$7.38K | ﹤0.01% | 790 |
|
|
2013
Q2 | $26K | Buy |
+800
| New | +$26K | ﹤0.01% | 748 |
|