Capital Planning Advisors’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
2019 Q4	–	Sell	-520	Closed	-$29K	–	135
2019 Q3	$29K	Buy	+520	New	+$29K	0.01%	137
2018 Q4	–	Sell	-3,696	Closed	-$204K	–	117
2018 Q3	$204K	Buy	+3,696	New	+$204K	0.07%	115