Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-924
| Closed | -$49K | – | 220 |
|
|
2018
Q2 | $49K | Hold |
924
| – | – | 0.02% | 178 |
|
|
2018
Q1 | $48K | Buy |
+924
| New | +$48K | 0.02% | 175 |
|
|
2017
Q4 | – | Sell |
-804
| Closed | -$39K | – | 350 |
|
|
2017
Q3 | $39K | Hold |
804
| – | – | 0.02% | 169 |
|
|
2017
Q2 | $38K | Hold |
804
| – | – | 0.02% | 167 |
|
|
2017
Q1 | $38K | Buy |
804
+716
| +814% | +$33.8K | 0.02% | 170 |
|
|
2016
Q4 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 407 |
|
|
2016
Q1 | – | Sell |
-132
| Closed | -$5K | – | 396 |
|
|
2015
Q4 | $5K | Buy |
+132
| New | +$5K | ﹤0.01% | 300 |
|