Antonetti Capital 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-960
| Closed | -$39K | – | 161 |
|
2014
Q2 | $39K | Hold |
960
| – | – | 0.03% | 117 |
|
2014
Q1 | $37K | Sell |
960
-480
| -33% | -$18.5K | 0.03% | 128 |
|
2013
Q4 | $54K | Hold |
1,440
| – | – | 0.05% | 115 |
|
2013
Q3 | $50K | Hold |
1,440
| – | – | 0.05% | 156 |
|
2013
Q2 | $47K | Buy |
+1,440
| New | +$47K | 0.05% | 161 |
|