Family Management’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
Q3 | – | Sell |
-200
| Closed | -$11K | – | 142 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 157 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 154 |
|
|
2019
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 179 |
|
|
2019
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 178 |
|
|
2019
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 168 |
|