Catamount Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 171 |
|
|
2018
Q4 | $3K | Sell |
40
-20
| -33% | -$1.5K | ﹤0.01% | 178 |
|
|
2018
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 169 |
|
|
2018
Q2 | $4K | Sell |
60
-40
| -40% | -$2.67K | ﹤0.01% | 168 |
|
|
2018
Q1 | $6K | Sell |
100
-54
| -35% | -$3.24K | ﹤0.01% | 148 |
|
|
2017
Q4 | $9K | Hold |
154
| – | – | 0.01% | 139 |
|
|
2017
Q3 | $9K | Hold |
154
| – | – | 0.01% | 137 |
|
|
2017
Q2 | $8K | Hold |
154
| – | – | ﹤0.01% | 136 |
|
|
2017
Q1 | $8K | Buy |
154
+2
| +1% | +$104 | 0.01% | 139 |
|
|
2016
Q4 | $7K | Buy |
+152
| New | +$7K | 0.01% | 127 |
|