Hochman Cole Investment 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
Q3 | $962K | Hold |
12,295
| – | – | 0.38% | 48 |
|
|
2021
Q2 | $974K | Hold |
12,295
| – | – | 0.39% | 49 |
|
|
2021
Q1 | $909K | Sell |
12,295
-871
| -7% | -$64.4K | 0.38% | 46 |
|
|
2020
Q4 | $903K | Sell |
13,166
-294
| -2% | -$20.2K | 0.39% | 45 |
|
|
2020
Q3 | $772K | Sell |
13,460
-303
| -2% | -$17.4K | 0.38% | 47 |
|
|
2020
Q2 | $738K | Hold |
13,763
| – | – | 0.41% | 48 |
|
|
2020
Q1 | $594K | Hold |
13,763
| – | – | 0.41% | 48 |
|
|
2019
Q4 | $821K | Hold |
13,763
| – | – | 0.45% | 51 |
|
|
2019
Q3 | $770K | Sell |
13,763
-723
| -5% | -$40.5K | 0.48% | 49 |
|
|
2019
Q2 | $809K | Sell |
14,486
-2,250
| -13% | -$126K | 0.48% | 47 |
|
|
2019
Q1 | $903K | Hold |
16,736
| – | – | 0.54% | 43 |
|
|
2018
Q4 | $778K | Hold |
16,736
| – | – | 0.54% | 44 |
|
|
2018
Q3 | $923K | Hold |
16,736
| – | – | 0.57% | 41 |
|
|
2018
Q2 | $888K | Buy |
16,736
+1,668
| +11% | +$88.5K | 0.58% | 43 |
|
|
2018
Q1 | $778K | Sell |
15,068
-280
| -2% | -$14.5K | 0.54% | 44 |
|
|
2017
Q4 | $799K | Hold |
15,348
| – | – | 0.5% | 46 |
|
|
2017
Q3 | $756K | Buy |
15,348
+228
| +2% | +$11.2K | 0.5% | 46 |
|
|
2017
Q2 | $726K | Buy |
15,120
+12
| +0.1% | +$576 | 0.5% | 46 |
|
|
2017
Q1 | $707K | Sell |
15,108
-412
| -3% | -$19.3K | 0.51% | 45 |
|
|
2016
Q4 | $694K | Buy |
15,520
+8
| +0.1% | +$358 | 0.5% | 45 |
|
|
2016
Q3 | $676K | Buy |
15,512
+12
| +0.1% | +$523 | 0.5% | 45 |
|
|
2016
Q2 | $652K | Buy |
15,500
+16
| +0.1% | +$673 | 0.53% | 45 |
|
|
2016
Q1 | $631K | Buy |
15,484
+16
| +0.1% | +$652 | 0.54% | 45 |
|
|
2015
Q4 | $620K | Buy |
+15,468
| New | +$620K | 0.53% | 46 |
|