Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,258
| Closed | -$126K | – | 627 |
|
|
2022
Q1 | $126K | Sell |
1,258
-725
| -37% | -$72.6K | 0.02% | 199 |
|
|
2021
Q4 | $228K | Hold |
1,983
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $222K | Sell |
1,983
-1,525
| -43% | -$171K | 0.04% | 160 |
|
|
2021
Q2 | $397K | Buy |
3,508
+298
| +9% | +$33.7K | 0.08% | 134 |
|
|
2021
Q1 | $328K | Sell |
3,210
-70
| -2% | -$7.15K | 0.07% | 129 |
|
|
2020
Q4 | $337K | Buy |
+3,280
| New | +$337K | 0.07% | 136 |
|