Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,472
| Closed | -$69K | – | 337 |
|
|
2017
Q1 | $69K | Buy |
+1,472
| New | +$69K | 0.02% | 203 |
|
|
2016
Q1 | – | Sell |
-1,600
| Closed | -$64K | – | 599 |
|
|
2015
Q4 | $64K | Buy |
+1,600
| New | +$64K | 0.02% | 181 |
|
|
2014
Q4 | – | Sell |
-252
| Closed | -$10K | – | 531 |
|
|
2014
Q3 | $10K | Hold |
252
| – | – | ﹤0.01% | 377 |
|
|
2014
Q2 | $10K | Sell |
252
-600
| -70% | -$23.8K | ﹤0.01% | 338 |
|
|
2014
Q1 | $33K | Hold |
852
| – | – | 0.01% | 252 |
|
|
2013
Q4 | $32K | Hold |
852
| – | – | 0.01% | 247 |
|
|
2013
Q3 | $30K | Hold |
852
| – | – | 0.01% | 244 |
|
|
2013
Q2 | $28K | Buy |
+852
| New | +$28K | 0.01% | 246 |
|