Hall Private Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$201K | – | 45 |
|
|
2022
Q1 | $201K | Hold |
2,000
| – | – | 0.11% | 46 |
|
|
2021
Q4 | $230K | Sell |
2,000
-1,070
| -35% | -$123K | 0.14% | 43 |
|
|
2021
Q3 | $344K | Hold |
3,070
| – | – | 0.22% | 39 |
|
|
2021
Q2 | $348K | Buy |
+3,070
| New | +$348K | 0.23% | 42 |
|
|
2020
Q4 | $315K | Buy |
+3,070
| New | +$315K | 0.26% | 37 |
|