Harvest Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-324
| Closed | -$22K | – | 368 |
|
|
2020
Q4 | $22K | Hold |
324
| – | – | 0.01% | 163 |
|
|
2020
Q3 | $19K | Hold |
324
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $17K | Hold |
324
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $13K | Hold |
324
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $19K | Hold |
324
| – | – | 0.02% | 163 |
|
|
2019
Q3 | $18K | Sell |
324
-128
| -28% | -$7.11K | 0.02% | 179 |
|
|
2019
Q2 | $25K | Buy |
452
+128
| +40% | +$7.08K | 0.03% | 131 |
|
|
2019
Q1 | $17K | Buy |
+324
| New | +$17K | 0.02% | 179 |
|