First Western Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-102,424
| Closed | -$4.1M | – | 105 |
|
|
2015
Q4 | $4.1M | Buy |
102,424
+5,388
| +6% | +$216K | 1.28% | 30 |
|
|
2015
Q3 | $3.77M | Buy |
97,036
+29,872
| +44% | +$1.16M | 1.26% | 28 |
|
|
2015
Q2 | $2.86M | Buy |
67,164
+30,732
| +84% | +$1.31M | 0.92% | 53 |
|
|
2015
Q1 | $1.58M | Buy |
36,432
+2,840
| +8% | +$123K | 0.47% | 84 |
|
|
2014
Q4 | $1.4M | Buy |
33,592
+844
| +3% | +$35.3K | 0.41% | 87 |
|
|
2014
Q3 | $1.3M | Buy |
+32,748
| New | +$1.3M | 0.38% | 95 |
|