Hoertkorn Richard Charles’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,264
| Closed | -$122K | – | 92 |
|
|
2017
Q2 | $122K | Hold |
2,264
| – | – | 0.08% | 50 |
|
|
2017
Q1 | $118K | Hold |
2,264
| – | – | 0.08% | 51 |
|
|
2016
Q4 | $110K | Hold |
2,264
| – | – | 0.08% | 51 |
|
|
2016
Q3 | $110K | Hold |
2,264
| – | – | 0.09% | 52 |
|
|
2016
Q2 | $106K | Hold |
2,264
| – | – | 0.08% | 54 |
|
|
2016
Q1 | $104K | Hold |
2,264
| – | – | 0.08% | 55 |
|
|
2015
Q4 | $104K | Sell |
2,264
-186
| -8% | -$8.54K | 0.08% | 59 |
|
|
2015
Q3 | $109K | Buy |
+2,450
| New | +$109K | 0.09% | 56 |
|