HCR Wealth Advisors’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 |
-423
| Closed | -$32K | – | 220 |
|
|
2020
Q4 | $32K | Buy |
423
+82
| +24% | +$6.2K | 0.01% | 219 |
|
|
2020
Q3 | $20K | Sell |
341
-41
| -11% | -$2.41K | ﹤0.01% | 208 |
|
|
2020
Q2 | $25K | Sell |
382
-927
| -71% | -$60.7K | 0.01% | 200 |
|
|
2020
Q1 | $60K | Sell |
1,309
-17
| -1% | -$779 | 0.02% | 170 |
|
|
2019
Q4 | $83K | Buy |
+1,326
| New | +$83K | 0.02% | 172 |
|