Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $411K | Buy |
|
|||||
|
2021
Q3 | $206K | Hold |
|
|||||
|
2021
Q2 | $209K | Hold |
|
|||||
|
2021
Q1 | $195K | Hold |
|
|||||
|
2020
Q4 | $180K | Hold |
|
|||||
|
2020
Q3 | $151K | Hold |
|
|||||
|
2020
Q2 | $141K | Buy |
|
|||||
|
2020
Q1 | $75K | Sell |
|
|||||
|
2019
Q4 | $125K | Buy |
|
|||||
|
2019
Q3 | $117K | Buy |
|
|||||
|
2019
Q2 | $117K | Sell |
|
|||||
|
2019
Q1 | $123K | Hold |
|
|||||
|
2018
Q4 | $108K | Buy |
|
|||||
|
2018
Q3 | $120K | Hold |
|
|||||
|
2018
Q2 | $115K | Sell |
|
|||||
|
2018
Q1 | $118K | Buy |
|
|||||
|
2017
Q4 | $119K | Buy |
|
|||||
|
2017
Q3 | $98K | Hold |
|
|||||
|
2017
Q2 | $94K | Buy |
|
|||||
|
2017
Q1 | $72K | Sell |
|
|||||
|
2016
Q4 | $70K | Buy |
|
|||||
|
2016
Q3 | $67K | Sell |
|
|||||
|
2016
Q2 | $71K | Buy |
|
|||||
|
2016
Q1 | $69K | Hold |
|
|||||
|
2015
Q4 | $68K | Hold |
|
|||||
|
2015
Q3 | $69K | Buy |
|
|||||
|
2015
Q2 | $39K | Buy |
|
|||||
|
2015
Q1 | $10K | Hold |
|
|||||
|
2014
Q4 | $10K | Sell |
|
|||||
|
2014
Q3 | $23K | Hold |
|
|||||
|
2014
Q2 | $23K | Buy |
|
|||||
|
2014
Q1 | $9K | Hold |
|
|||||
|
2013
Q4 | $8K | Hold |
|
|||||
|
2013
Q3 | $8K | Hold |
|
|||||
|
2013
Q2 | $7K | Buy |
|