American Economic Planning Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,650
| Closed | -$287K | – | 80 |
|
|
2018
Q1 | $287K | Hold |
4,650
| – | – | 0.1% | 67 |
|
|
2017
Q4 | $269K | Hold |
4,650
| – | – | 0.1% | 68 |
|
|
2017
Q3 | $257K | Hold |
4,650
| – | – | 0.1% | 63 |
|
|
2017
Q2 | $251K | Hold |
4,650
| – | – | 0.1% | 61 |
|
|
2017
Q1 | $224K | Hold |
4,650
| – | – | 0.09% | 67 |
|
|
2016
Q4 | $224K | Hold |
4,650
| – | – | 0.1% | 52 |
|
|
2016
Q3 | $225K | Sell |
4,650
-678
| -13% | -$32.8K | 0.09% | 56 |
|
|
2016
Q2 | $249K | Hold |
5,328
| – | – | 0.1% | 48 |
|
|
2016
Q1 | $246K | Sell |
5,328
-8,584
| -62% | -$396K | 0.1% | 46 |
|
|
2015
Q4 | $639K | Buy |
+13,912
| New | +$639K | 0.25% | 24 |
|