Evolution Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,338
| Closed | -$259K | – | 488 |
|
|
2019
Q4 | $259K | Buy |
+4,338
| New | +$259K | 0.06% | 67 |
|
|
2019
Q3 | – | Sell |
-4,338
| Closed | -$242K | – | 539 |
|
|
2019
Q2 | $242K | Hold |
4,338
| – | – | 0.1% | 37 |
|
|
2019
Q1 | $234K | Hold |
4,338
| – | – | 0.11% | 42 |
|
|
2018
Q4 | $202K | Buy |
+4,338
| New | +$202K | 0.09% | 55 |
|