Laurel Wealth Advisors (California)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $2.59M | Sell |
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|
2021
Q3 | $2.57M | Sell |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $426K | Buy |
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|
2018
Q4 | $209K | Sell |
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|
2018
Q3 | $435K | Buy |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $232K | Hold |
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|
2017
Q4 | $234K | Buy |
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