BWA
Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-299
| Closed | -$20K | – | 227 |
|
|
2020
Q4 | $20K | Hold |
299
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $17K | Hold |
299
| – | – | 0.01% | 248 |
|
|
2020
Q2 | $16K | Hold |
299
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $13K | Hold |
299
| – | – | 0.01% | 253 |
|
|
2019
Q4 | $18K | Hold |
299
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $17K | Hold |
299
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $17K | Buy |
+299
| New | +$17K | 0.01% | 255 |
|