Hochman Cole Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $962K | Hold |
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|
2021
Q2 | $974K | Hold |
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|
2021
Q1 | $909K | Sell |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $772K | Sell |
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|
2020
Q2 | $738K | Hold |
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|
2020
Q1 | $594K | Hold |
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|
2019
Q4 | $821K | Hold |
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|
2019
Q3 | $770K | Sell |
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|
2019
Q2 | $809K | Sell |
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|
2019
Q1 | $903K | Hold |
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|
2018
Q4 | $778K | Hold |
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|
2018
Q3 | $923K | Hold |
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|
2018
Q2 | $888K | Buy |
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|
2018
Q1 | $778K | Sell |
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|
2017
Q4 | $799K | Hold |
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|
2017
Q3 | $756K | Buy |
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|
2017
Q2 | $726K | Buy |
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|
2017
Q1 | $707K | Sell |
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|
2016
Q4 | $694K | Buy |
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|
2016
Q3 | $676K | Buy |
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|
2016
Q2 | $652K | Buy |
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|
2016
Q1 | $631K | Buy |
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|
2015
Q4 | $620K | Buy |
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