Bison Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-47
| Closed | -$4K | – | 289 |
|
|
2022
Q2 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 299 |
|
|
2020
Q4 | – | Sell |
-370
| Closed | -$32K | – | 413 |
|
|
2020
Q3 | $32K | Buy |
+370
| New | +$32K | 0.02% | 267 |
|
|
2020
Q2 | – | Sell |
-966
| Closed | -$59K | – | 367 |
|
|
2020
Q1 | $59K | Buy |
966
+58
| +6% | +$3.54K | 0.04% | 228 |
|
|
2019
Q4 | $69K | Buy |
+908
| New | +$69K | 0.03% | 282 |
|