BPWA
Beacon Pointe Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $523K | Buy |
3,416
+629
| +23% | +$96.3K | 0.1% | 155 |
|
|
2019
Q3 | $392K | Sell |
2,787
-100
| -3% | -$14.1K | 0.08% | 177 |
|
|
2019
Q2 | $410K | Hold |
2,887
| – | – | 0.09% | 180 |
|
|
2019
Q1 | $395K | Buy |
2,887
+386
| +15% | +$52.8K | 0.09% | 173 |
|
|
2018
Q4 | $284K | Buy |
+2,501
| New | +$284K | 0.1% | 176 |
|