Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$64K | – | 211 |
|
|
2019
Q1 | $64K | Hold |
1,200
| – | – | 0.06% | 170 |
|
|
2018
Q4 | $56K | Hold |
1,200
| – | – | 0.06% | 174 |
|
|
2018
Q3 | $66K | Hold |
1,200
| – | – | 0.06% | 170 |
|
|
2018
Q2 | $64K | Sell |
1,200
-400
| -25% | -$21.3K | 0.06% | 171 |
|
|
2018
Q1 | $83K | Hold |
1,600
| – | – | 0.08% | 144 |
|
|
2017
Q4 | $83K | Buy |
+1,600
| New | +$83K | 0.08% | 148 |
|