Lehman & Derafelo Financial Resources’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 | – | Sell |
-250
| Closed | -$16K | – | 150 |
|
|
2022
Q3 | $16K | Hold |
250
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 158 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$20K | – | 149 |
|
|
2021
Q3 | $20K | Hold |
250
| – | – | 0.01% | 155 |
|
|
2021
Q2 | $20K | Buy |
+250
| New | +$20K | 0.01% | 180 |
|
|
2021
Q1 | – | Sell |
-102
| Closed | -$7K | – | 233 |
|
|
2020
Q4 | $7K | Hold |
102
| – | – | ﹤0.01% | 204 |
|
|
2020
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 207 |
|
|
2020
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 199 |
|
|
2020
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 182 |
|
|
2019
Q4 | $6K | Hold |
102
| – | – | ﹤0.01% | 184 |
|
|
2019
Q3 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 172 |
|