Catamount Wealth Management’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
2019
Q1
$3K Hold
2018
Q4
$3K Sell
2018
Q3
$4K Hold
2018
Q2
$4K Sell
2018
Q1
$6K Sell
2017
Q4
$9K Hold
2017
Q3
$9K Hold
2017
Q2
$8K Hold
2017
Q1
$8K Buy
2016
Q4
$7K Buy