Bridgewater Wealth & Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $297K | Sell |
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|
2017
Q1 | $296K | Hold |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $317K | Hold |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $372K | Hold |
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|
2015
Q4 | $366K | Sell |
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|
2015
Q3 | $379K | Hold |
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|
2015
Q2 | $415K | Hold |
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|
2015
Q1 | $422K | Buy |
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|
2014
Q4 | $405K | Buy |
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