EE
EWG Elevate’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-348
| Closed | -$23.5K | – | 414 |
|
|
2022
Q4 | $23.5K | Buy |
+348
| New | +$23.5K | 0.01% | 262 |
|
|
2022
Q1 | – | Sell |
-58,824
| Closed | -$4.88M | – | 103 |
|
|
2021
Q4 | $4.88M | Buy |
58,824
+54,265
| +1,190% | +$4.5M | 2.4% | 13 |
|
|
2021
Q3 | $357K | Sell |
4,559
-8
| -0.2% | -$626 | 0.15% | 67 |
|
|
2021
Q2 | $364K | Buy |
4,567
+8
| +0.2% | +$638 | 0.14% | 64 |
|
|
2021
Q1 | $337K | Sell |
4,559
-1,497
| -25% | -$111K | 0.15% | 59 |
|
|
2020
Q4 | $415K | Sell |
6,056
-149
| -2% | -$10.2K | 0.19% | 59 |
|
|
2020
Q3 | $356K | Hold |
6,205
| – | – | 0.21% | 53 |
|
|
2020
Q2 | $333K | Sell |
6,205
-300
| -5% | -$16.1K | 0.22% | 47 |
|
|
2020
Q1 | $281K | Sell |
6,505
-4,396
| -40% | -$190K | 0.21% | 50 |
|
|
2019
Q4 | $650K | Buy |
+10,901
| New | +$650K | 0.35% | 49 |
|