CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $103K | Buy |
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|
2016
Q4 | $97.7K | Buy |
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|
2016
Q3 | $94.7K | Buy |
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|
2016
Q2 | $90.7K | Sell |
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|
2016
Q1 | $121K | Buy |
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|
2015
Q4 | $118K | Buy |
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|
2015
Q3 | $114K | Buy |
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|
2015
Q2 | $124K | Hold |
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|
2015
Q1 | $126K | Buy |
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|
2014
Q4 | $121K | Buy |
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|
2014
Q1 | $126K | Buy |
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