BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $335K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $262K | Sell |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $276K | Hold |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $120K | Sell |
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|
2017
Q4 | $122K | Hold |
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|
2017
Q3 | $115K | Hold |
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|
2017
Q2 | $112K | Buy |
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