Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.67M | Sell |
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|
2020
Q2 | $7.64M | Buy |
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|
2020
Q1 | $5.67M | Sell |
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|
2019
Q4 | $8.1M | Sell |
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|
2019
Q3 | $7.67M | Buy |
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|
2019
Q2 | $7.64M | Sell |
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|
2019
Q1 | $7.62M | Buy |
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|
2018
Q4 | $6.4M | Buy |
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|
2018
Q3 | $7.03M | Buy |
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|
2018
Q2 | $6.4M | Sell |
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|
2018
Q1 | $7.96M | Sell |
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|
2017
Q4 | $8.53M | Buy |
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|
2017
Q3 | $7.07M | Sell |
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|
2017
Q2 | $8.18M | Buy |
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|
2017
Q1 | $6.81M | Buy |
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|
2016
Q4 | $3.88M | Buy |
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|
2016
Q3 | $3.53M | Buy |
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|
2016
Q2 | $2.97M | Buy |
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|
2016
Q1 | $2.48M | Buy |
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|
2015
Q4 | $2.15M | Buy |
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|
2015
Q3 | $1.43M | Sell |
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|
2015
Q2 | $1.68M | Buy |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $872K | Buy |
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|
2014
Q3 | $544K | Buy |
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