GYL Financial Synergies’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $391K | Hold |
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|
2021
Q4 | $416K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $397K | Hold |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $343K | Hold |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $223K | Buy |
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