Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-80
| Closed | -$5K | – | 164 |
|
|
2022
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 192 |
|
|
2022
Q1 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 418 |
|
|
2021
Q4 | – | Sell |
-80
| Closed | -$6K | – | 329 |
|
|
2021
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 434 |
|
|
2020
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 352 |
|
|
2019
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 174 |
|
|
2019
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 356 |
|
|
2019
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 349 |
|
|
2019
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 337 |
|
|
2018
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 314 |
|