Capital Directions Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.67M | Sell |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.38M | Sell |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $1.76M | Sell |
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|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $1.75M | Sell |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.74M | Sell |
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|
2018
Q2 | $1.63M | Hold |
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|
2018
Q1 | $1.58M | Hold |
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|
2017
Q4 | $1.56M | Sell |
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|
2017
Q3 | $1.47M | Buy |
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|
2017
Q2 | $1.39M | Hold |
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|
2017
Q1 | $1.34M | Hold |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $1.3M | Sell |
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|
2016
Q2 | $1.26M | Hold |
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|
2016
Q1 | $1.25M | Sell |
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|
2015
Q4 | $1.36M | Buy |
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|
2015
Q3 | $1.21M | Hold |
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|
2015
Q2 | $1.32M | Hold |
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|
2015
Q1 | $1.34M | Buy |
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|
2014
Q4 | $1.28M | Buy |
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|
2014
Q3 | $1.24M | Sell |
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|
2014
Q2 | $1.23M | Hold |
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|
2014
Q1 | $1.18M | Hold |
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|
2013
Q4 | $1.16M | Buy |
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|
2013
Q3 | $1.06M | Sell |
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|
2013
Q2 | $981K | Buy |
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