Boston Private Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $320K | Buy |
7,404
+396
| +6% | +$17.1K | 0.01% | 340 |
|
|
2014
Q4 | $293K | Hold |
7,008
| – | – | 0.01% | 352 |
|
|
2014
Q3 | $277K | Buy |
7,008
+440
| +7% | +$17.4K | 0.01% | 355 |
|
|
2014
Q2 | $267K | Hold |
6,568
| – | – | 0.01% | 361 |
|
|
2014
Q1 | $254K | Hold |
6,568
| – | – | 0.01% | 372 |
|
|
2013
Q4 | $246K | Buy |
6,568
+1,276
| +24% | +$47.8K | 0.01% | 370 |
|
|
2013
Q3 | $184K | Buy |
5,292
+4,292
| +429% | +$149K | 0.01% | 389 |
|
|
2013
Q2 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 604 |
|