AWE
Avidian Wealth Enterprises’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,610
| Closed | -$205K | – | 456 |
|
|
2022
Q3 | $205K | Sell |
2,610
-27
| -1% | -$2.12K | 0.01% | 392 |
|
|
2022
Q2 | $209K | Sell |
2,637
-24,442
| -90% | -$1.94M | 0.01% | 413 |
|
|
2022
Q1 | $2.72M | Buy |
27,079
+1,264
| +5% | +$127K | 0.17% | 98 |
|
|
2021
Q4 | $2.97M | Sell |
25,815
-5,127
| -17% | -$591K | 0.19% | 92 |
|
|
2021
Q3 | $3.47M | Buy |
30,942
+990
| +3% | +$111K | 0.26% | 63 |
|
|
2021
Q2 | $3.39M | Buy |
29,952
+2,206
| +8% | +$250K | 0.26% | 63 |
|
|
2021
Q1 | $2.83M | Buy |
27,746
+1,148
| +4% | +$117K | 0.24% | 69 |
|
|
2020
Q4 | $2.73M | Buy |
26,598
+12,995
| +96% | +$1.33M | 0.26% | 61 |
|
|
2020
Q3 | $2.35M | Buy |
13,603
+1,619
| +14% | +$280K | 0.27% | 58 |
|
|
2020
Q2 | $1.9M | Buy |
+11,984
| New | +$1.9M | 0.26% | 60 |
|