BPWA
Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.63M | Sell |
27,345
-4,771
| -15% | -$285K | 0.3% | 67 |
|
|
2019
Q3 | $1.8M | Sell |
32,116
-571
| -2% | -$32K | 0.38% | 59 |
|
|
2019
Q2 | $1.83M | Buy |
32,687
+4,211
| +15% | +$235K | 0.39% | 55 |
|
|
2019
Q1 | $1.54M | Buy |
28,476
+22,884
| +409% | +$1.23M | 0.35% | 61 |
|
|
2018
Q4 | $260K | Buy |
+5,592
| New | +$260K | 0.09% | 187 |
|