Centerpoint 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
2023
Q2
Sell
-295
Closed -$21K 594
2023
Q1
$21K Sell
295
-3
-1% -$214 0.01% 251
2022
Q4
$20K Buy
298
+3
+1% +$201 0.01% 204
2022
Q3
$18K Buy
+295
New +$18K 0.01% 188