Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $362K | Sell |
4,641
-205
| -4% | -$16K | 0.23% | 60 |
|
|
2021
Q4 | $402K | Hold |
4,846
| – | – | 0.28% | 51 |
|
|
2021
Q3 | $379K | Sell |
4,846
-90
| -2% | -$7.04K | 0.29% | 48 |
|
|
2021
Q2 | $391K | Hold |
4,936
| – | – | 0.3% | 45 |
|
|
2021
Q1 | $365K | Hold |
4,936
| – | – | 0.33% | 43 |
|
|
2020
Q4 | $338K | Buy |
+4,936
| New | +$338K | 0.32% | 42 |
|