CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,240
| Closed | -$57.1K | – | 655 |
|
|
2016
Q1 | $57.1K | Buy |
1,240
+4
| +0.3% | +$184 | 0.03% | 275 |
|
|
2015
Q4 | $56.8K | Buy |
1,236
+8
| +0.7% | +$367 | 0.03% | 282 |
|
|
2015
Q3 | $54.4K | Buy |
1,228
+2
| +0.2% | +$89 | 0.03% | 282 |
|
|
2015
Q2 | $59.4K | Hold |
1,226
| – | – | 0.03% | 285 |
|
|
2015
Q1 | $60K | Buy |
1,226
+4
| +0.3% | +$196 | 0.03% | 282 |
|
|
2014
Q4 | $57K | Buy |
+1,222
| New | +$57K | 0.04% | 225 |
|
|
2014
Q1 | $60K | Buy |
+1,226
| New | +$60K | 0.03% | 282 |
|