BWA
BDO Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $404K | Buy |
5,535
+30
| +0.5% | +$2.19K | 0.05% | 194 |
|
|
2023
Q1 | $385K | Hold |
5,505
| – | – | 0.05% | 186 |
|
|
2022
Q4 | $371K | Sell |
5,505
-272
| -5% | -$18.3K | 0.05% | 198 |
|
|
2022
Q3 | $359K | Sell |
5,777
-140
| -2% | -$8.7K | 0.05% | 199 |
|
|
2022
Q2 | $383K | Buy |
5,917
+100
| +2% | +$6.47K | 0.05% | 196 |
|
|
2022
Q1 | $454K | Sell |
5,817
-190
| -3% | -$14.8K | 0.05% | 192 |
|
|
2021
Q4 | $499K | Buy |
6,007
+1,119
| +23% | +$93K | 0.05% | 186 |
|
|
2021
Q3 | $382K | Hold |
4,888
| – | – | 0.04% | 208 |
|
|
2021
Q2 | $387K | Hold |
4,888
| – | – | 0.04% | 217 |
|
|
2021
Q1 | $361K | Hold |
4,888
| – | – | 0.04% | 211 |
|
|
2020
Q4 | $335K | Hold |
4,888
| – | – | 0.05% | 180 |
|
|
2020
Q3 | $280K | Hold |
4,888
| – | – | 0.05% | 186 |
|
|
2020
Q2 | $262K | Sell |
4,888
-80
| -2% | -$4.29K | 0.05% | 191 |
|
|
2020
Q1 | $214K | Hold |
4,968
| – | – | 0.04% | 199 |
|
|
2019
Q4 | $296K | Hold |
4,968
| – | – | 0.08% | 154 |
|
|
2019
Q3 | $278K | Hold |
4,968
| – | – | 0.07% | 161 |
|
|
2019
Q2 | $278K | Hold |
4,968
| – | – | 0.08% | 151 |
|
|
2019
Q1 | $268K | Hold |
4,968
| – | – | 0.08% | 149 |
|
|
2018
Q4 | $231K | Buy |
4,968
+3,716
| +297% | +$173K | 0.08% | 138 |
|
|
2018
Q3 | $276K | Hold |
1,252
| – | – | 0.09% | 128 |
|
|
2018
Q2 | $266K | Buy |
1,252
+672
| +116% | +$143K | 0.09% | 129 |
|
|
2018
Q1 | $120K | Sell |
580
-5
| -0.9% | -$1.03K | 0.05% | 168 |
|
|
2017
Q4 | $122K | Hold |
585
| – | – | 0.05% | 139 |
|
|
2017
Q3 | $115K | Hold |
585
| – | – | 0.06% | 132 |
|
|
2017
Q2 | $112K | Buy |
+585
| New | +$112K | 0.05% | 163 |
|