Lake Point Wealth Management’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
Q2 | $23K | Hold |
348
| – | – | 0.01% | 109 |
|
|
2022
Q1 | $27K | Hold |
348
| – | – | 0.01% | 99 |
|
|
2021
Q4 | $29K | Hold |
348
| – | – | 0.01% | 97 |
|
|
2021
Q3 | $27K | Hold |
348
| – | – | 0.01% | 91 |
|
|
2021
Q2 | $28K | Buy |
+348
| New | +$28K | 0.01% | 98 |
|
|
2020
Q1 | $15K | Hold |
348
| – | – | 0.01% | 90 |
|
|
2019
Q4 | $21K | Buy |
+348
| New | +$21K | 0.01% | 202 |
|
|
2019
Q1 | – | Sell |
-348
| Closed | -$16K | – | 772 |
|
|
2018
Q4 | $16K | Buy |
+348
| New | +$16K | 0.01% | 381 |
|