FFW
Fusion Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$111K | – | 75 |
|
|
2021
Q1 | $111K | Hold |
1,500
| – | – | 0.02% | 38 |
|
|
2020
Q4 | $103K | Sell |
1,500
-600
| -29% | -$41.2K | 0.02% | 38 |
|
|
2020
Q3 | $120K | Buy |
2,100
+600
| +40% | +$34.3K | 0.02% | 37 |
|
|
2020
Q2 | $80K | Sell |
1,500
-88
| -6% | -$4.69K | 0.02% | 41 |
|
|
2020
Q1 | $69K | Sell |
1,588
-250
| -14% | -$10.9K | 0.02% | 44 |
|
|
2019
Q4 | $110K | Sell |
1,838
-140
| -7% | -$8.38K | 0.03% | 45 |
|
|
2019
Q3 | $111K | Sell |
1,978
-89
| -4% | -$4.99K | 0.03% | 44 |
|
|
2019
Q2 | $115K | Hold |
2,067
| – | – | 0.03% | 56 |
|
|
2019
Q1 | $112K | Sell |
2,067
-201
| -9% | -$10.9K | 0.03% | 49 |
|
|
2018
Q4 | $105K | Buy |
2,268
+1,743
| +332% | +$80.7K | 0.03% | 85 |
|
|
2018
Q3 | $116K | Sell |
525
-85
| -14% | -$18.8K | 0.03% | 80 |
|
|
2018
Q2 | $129K | Sell |
610
-15
| -2% | -$3.17K | 0.04% | 78 |
|
|
2018
Q1 | $129K | Sell |
625
-90
| -13% | -$18.6K | 0.04% | 70 |
|
|
2017
Q4 | $149K | Hold |
715
| – | – | 0.04% | 83 |
|
|
2017
Q3 | $141K | Sell |
715
-495
| -41% | -$97.6K | 0.05% | 60 |
|
|
2017
Q2 | $232K | Hold |
1,210
| – | – | 0.08% | 66 |
|
|
2017
Q1 | $226K | Sell |
1,210
-589
| -33% | -$110K | 0.08% | 66 |
|
|
2016
Q4 | $326K | Buy |
+1,799
| New | +$326K | 0.19% | 55 |
|