KPW
Kore Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,946
| Closed | -$330K | – | 391 |
|
|
2021
Q3 | $330K | Hold |
2,946
| – | – | 0.03% | 310 |
|
|
2021
Q2 | $333K | Hold |
2,946
| – | – | 0.04% | 294 |
|
|
2021
Q1 | $301K | Hold |
2,946
| – | – | 0.04% | 272 |
|
|
2020
Q4 | $302K | Buy |
2,946
+1,398
| +90% | +$143K | 0.05% | 234 |
|
|
2020
Q3 | $268K | Sell |
1,548
-3,334
| -68% | -$577K | 0.05% | 210 |
|
|
2020
Q2 | $771K | Buy |
4,882
+197
| +4% | +$31.1K | 0.16% | 99 |
|
|
2020
Q1 | $570K | Hold |
4,685
| – | – | 0.14% | 105 |
|
|
2019
Q4 | $715K | Hold |
4,685
| – | – | 0.14% | 114 |
|
|
2019
Q3 | $654K | Hold |
4,685
| – | – | 0.15% | 112 |
|
|
2019
Q2 | $668K | Buy |
4,685
+443
| +10% | +$63.2K | 0.15% | 111 |
|
|
2019
Q1 | $576K | Buy |
4,242
+3,612
| +573% | +$490K | 0.13% | 112 |
|
|
2018
Q4 | $72K | Buy |
+630
| New | +$72K | 0.02% | 312 |
|