Clifford Swan Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,548
| Closed | -$410K | – | 330 |
|
|
2021
Q1 | $410K | Sell |
5,548
-298
| -5% | -$22K | 0.02% | 243 |
|
|
2020
Q4 | $401K | Hold |
5,846
| – | – | 0.02% | 239 |
|
|
2020
Q3 | $335K | Buy |
5,846
+967
| +20% | +$55.4K | 0.02% | 251 |
|
|
2020
Q2 | $262K | Sell |
4,879
-200
| -4% | -$10.7K | 0.01% | 266 |
|
|
2020
Q1 | $219K | Buy |
+5,079
| New | +$219K | 0.01% | 271 |
|