Aspiriant Holdings S3’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $3.39M | Sell |
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|
2015
Q3 | $3.31M | Sell |
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2015
Q2 | $3.66M | Sell |
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|
2015
Q1 | $3.79M | Sell |
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|
2014
Q4 | $3.71M | Sell |
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|
2014
Q3 | $3.57M | Sell |
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|
2014
Q2 | $3.75M | Sell |
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|
2014
Q1 | $3.65M | Sell |
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|
2013
Q4 | $5.8M | Sell |
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|
2013
Q3 | $5.54M | Sell |
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|
2013
Q2 | $5.26M | Buy |
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