Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 367 |
|
|
2020
Q4 | – | Sell |
-220
| Closed | -$19K | – | 743 |
|
|
2020
Q3 | $19K | Hold |
220
| – | – | 0.01% | 167 |
|
|
2020
Q2 | $17K | Hold |
220
| – | – | 0.01% | 168 |
|
|
2020
Q1 | $13K | Hold |
220
| – | – | 0.01% | 177 |
|
|
2019
Q4 | $16K | Hold |
220
| – | – | 0.01% | 179 |
|
|
2019
Q3 | $16K | Buy |
+220
| New | +$16K | 0.02% | 188 |
|