KKAMG
Kernodle & Katon Asset Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $138K | Sell |
1,328
-373
| -22% | -$38.8K | 0.08% | 112 |
|
|
2016
Q4 | $166K | Sell |
1,701
-1,002
| -37% | -$97.8K | 0.1% | 99 |
|
|
2016
Q3 | $263K | Sell |
2,703
-45
| -2% | -$4.38K | 0.16% | 79 |
|
|
2016
Q2 | $257K | Buy |
2,748
+32
| +1% | +$2.99K | 0.24% | 44 |
|
|
2016
Q1 | $250K | Hold |
2,716
| – | – | 0.24% | 44 |
|
|
2015
Q4 | $250K | Buy |
+2,716
| New | +$250K | 0.24% | 23 |
|