Highwater 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,348
| Closed | -$214K | – | 46 |
|
|
2017
Q3 | $214K | Sell |
4,348
-1,896
| -30% | -$93.3K | 0.51% | 37 |
|
|
2017
Q2 | $300K | Sell |
6,244
-1,276
| -17% | -$61.3K | 0.72% | 30 |
|
|
2017
Q1 | $352K | Sell |
7,520
-8,584
| -53% | -$402K | 1.06% | 25 |
|
|
2016
Q4 | $720K | Buy |
16,104
+1,236
| +8% | +$55.3K | 3.71% | 11 |
|
|
2016
Q3 | $648K | Buy |
+14,868
| New | +$648K | 3.62% | 11 |
|