Laurel Wealth Advisors (California)’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
Q4 | $1.81M | Buy |
26,877
+907
| +3% | +$61.2K | 0.18% | 131 |
|
|
2022
Q3 | $1.61M | Sell |
25,970
-206
| -0.8% | -$12.8K | 0.17% | 132 |
|
|
2022
Q2 | $1.69M | Sell |
26,176
-42
| -0.2% | -$2.72K | 0.17% | 131 |
|
|
2022
Q1 | $2.05M | Sell |
26,218
-4,990
| -16% | -$389K | 0.17% | 130 |
|
|
2021
Q4 | $2.59M | Sell |
31,208
-1,667
| -5% | -$138K | 0.2% | 113 |
|
|
2021
Q3 | $2.57M | Sell |
32,875
-3,347
| -9% | -$262K | 0.47% | 42 |
|
|
2021
Q2 | $2.87M | Buy |
36,222
+5,756
| +19% | +$456K | 0.37% | 60 |
|
|
2021
Q1 | $2.25M | Buy |
30,466
+2,831
| +10% | +$209K | 0.34% | 69 |
|
|
2020
Q4 | $1.89M | Sell |
27,635
-1,420
| -5% | -$97.3K | 0.28% | 86 |
|
|
2020
Q3 | $1.67M | Sell |
29,055
-935
| -3% | -$53.6K | 0.28% | 86 |
|
|
2020
Q2 | $1.61M | Buy |
29,990
+98
| +0.3% | +$5.25K | 0.29% | 85 |
|
|
2020
Q1 | $1.29M | Buy |
29,892
+911
| +3% | +$39.3K | 0.3% | 87 |
|
|
2019
Q4 | $1.73M | Buy |
28,981
+1,352
| +5% | +$80.6K | 0.29% | 86 |
|
|
2019
Q3 | $1.55M | Buy |
27,629
+3,527
| +15% | +$197K | 0.26% | 94 |
|
|
2019
Q2 | $1.35M | Buy |
24,102
+16,202
| +205% | +$905K | 0.3% | 90 |
|
|
2019
Q1 | $426K | Buy |
7,900
+3,400
| +76% | +$183K | 0.1% | 210 |
|
|
2018
Q4 | $209K | Sell |
4,500
-3,400
| -43% | -$158K | 0.06% | 308 |
|
|
2018
Q3 | $435K | Buy |
7,900
+3,400
| +76% | +$187K | 0.11% | 207 |
|
|
2018
Q2 | $238K | Hold |
4,500
| – | – | 0.06% | 316 |
|
|
2018
Q1 | $232K | Hold |
4,500
| – | – | 0.07% | 293 |
|
|
2017
Q4 | $234K | Buy |
+4,500
| New | +$234K | 0.07% | 299 |
|