Jay A. Fishman Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,600
| Closed | -$214K | – | 86 |
|
|
2018
Q4 | $214K | Hold |
4,600
| – | – | 0.05% | 81 |
|
|
2018
Q3 | $254K | Hold |
4,600
| – | – | 0.04% | 81 |
|
|
2018
Q2 | $244K | Hold |
4,600
| – | – | 0.05% | 81 |
|
|
2018
Q1 | $237K | Hold |
4,600
| – | – | 0.04% | 83 |
|
|
2017
Q4 | $239K | Hold |
4,600
| – | – | 0.05% | 84 |
|
|
2017
Q3 | $227K | Hold |
4,600
| – | – | 0.05% | 87 |
|
|
2017
Q2 | $221K | Buy |
+4,600
| New | +$221K | 0.05% | 85 |
|