CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $103K | Buy |
2,192
+8
| +0.4% | +$374 | 0.06% | 201 |
|
|
2016
Q4 | $97.7K | Buy |
2,184
+12
| +0.6% | +$537 | 0.06% | 203 |
|
|
2016
Q3 | $94.7K | Buy |
2,172
+16
| +0.7% | +$698 | 0.06% | 203 |
|
|
2016
Q2 | $90.7K | Sell |
2,156
-808
| -27% | -$34K | 0.06% | 201 |
|
|
2016
Q1 | $121K | Buy |
2,964
+16
| +0.5% | +$651 | 0.07% | 196 |
|
|
2015
Q4 | $118K | Buy |
2,948
+28
| +1% | +$1.12K | 0.07% | 192 |
|
|
2015
Q3 | $114K | Buy |
2,920
+8
| +0.3% | +$311 | 0.07% | 194 |
|
|
2015
Q2 | $124K | Hold |
2,912
| – | – | 0.07% | 199 |
|
|
2015
Q1 | $126K | Buy |
2,912
+12
| +0.4% | +$519 | 0.07% | 206 |
|
|
2014
Q4 | $121K | Buy |
+2,900
| New | +$121K | 0.09% | 158 |
|
|
2014
Q1 | $126K | Buy |
+2,912
| New | +$126K | 0.07% | 206 |
|