Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$64K | – | 682 |
|
|
2020
Q2 | $64K | Hold |
1,200
| – | – | 0.01% | 410 |
|
|
2020
Q1 | $52K | Sell |
1,200
-692
| -37% | -$30K | 0.01% | 407 |
|
|
2019
Q4 | $113K | Buy |
+1,892
| New | +$113K | 0.02% | 340 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$65K | – | 519 |
|
|
2019
Q1 | $65K | Hold |
1,200
| – | – | 0.01% | 339 |
|
|
2018
Q4 | $56K | Buy |
+1,200
| New | +$56K | 0.02% | 354 |
|