BP
BBR Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,175
| Closed | -$264K | – | 261 |
|
|
2021
Q4 | $264K | Buy |
+3,175
| New | +$264K | 0.03% | 170 |
|
|
2021
Q3 | – | Sell |
-4,056
| Closed | -$321K | – | 226 |
|
|
2021
Q2 | $321K | Sell |
4,056
-13,791
| -77% | -$1.09M | 0.03% | 148 |
|
|
2021
Q1 | $1.32M | Buy |
+17,847
| New | +$1.32M | 0.11% | 76 |
|
|
2019
Q1 | – | Sell |
-48,158
| Closed | -$2.24M | – | 140 |
|
|
2018
Q4 | $2.24M | Buy |
+48,158
| New | +$2.24M | 0.29% | 46 |
|