GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $698K | Buy |
7,922
+1,824
| +30% | +$161K | 0.05% | 213 |
|
|
2024
Q2 | $494K | Hold |
6,098
| – | – | 0.04% | 236 |
|
|
2024
Q1 | $513K | Buy |
6,098
+57
| +0.9% | +$4.79K | 0.04% | 237 |
|
|
2023
Q4 | $470K | Buy |
6,041
+497
| +9% | +$38.6K | 0.04% | 246 |
|
|
2023
Q3 | $384K | Sell |
5,544
-250
| -4% | -$17.3K | 0.04% | 257 |
|
|
2023
Q2 | $423K | Buy |
5,794
+524
| +10% | +$38.3K | 0.04% | 252 |
|
|
2023
Q1 | $368K | Hold |
5,270
| – | – | 0.04% | 219 |
|
|
2022
Q4 | $355K | Hold |
5,270
| – | – | 0.08% | 163 |
|
|
2022
Q3 | $328K | Hold |
5,270
| – | – | 0.09% | 145 |
|
|
2022
Q2 | $341K | Buy |
5,270
+262
| +5% | +$17K | 0.09% | 137 |
|
|
2022
Q1 | $391K | Hold |
5,008
| – | – | 0.09% | 131 |
|
|
2021
Q4 | $416K | Hold |
5,008
| – | – | 0.11% | 137 |
|
|
2021
Q3 | $392K | Hold |
5,008
| – | – | 0.2% | 128 |
|
|
2021
Q2 | $397K | Hold |
5,008
| – | – | 0.21% | 125 |
|
|
2021
Q1 | $370K | Hold |
5,008
| – | – | 0.2% | 126 |
|
|
2020
Q4 | $343K | Hold |
5,008
| – | – | 0.2% | 122 |
|
|
2020
Q3 | $287K | Hold |
5,008
| – | – | 0.19% | 124 |
|
|
2020
Q2 | $268K | Hold |
5,008
| – | – | 0.19% | 125 |
|
|
2020
Q1 | $216K | Hold |
5,008
| – | – | 0.14% | 132 |
|
|
2019
Q4 | $299K | Hold |
5,008
| – | – | 0.13% | 127 |
|
|
2019
Q3 | $280K | Hold |
5,008
| – | – | 0.14% | 132 |
|
|
2019
Q2 | $280K | Sell |
5,008
-340
| -6% | -$19K | 0.15% | 120 |
|
|
2019
Q1 | $289K | Buy |
5,348
+540
| +11% | +$29.2K | 0.16% | 111 |
|
|
2018
Q4 | $223K | Buy |
+4,808
| New | +$223K | 0.16% | 121 |
|