Lenox Wealth Advisors’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
Q1 | $139K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $12K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $132K | Hold |
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|
2018
Q3 | $156K | Hold |
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|
2018
Q2 | $150K | Hold |
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|
2018
Q1 | $146K | Hold |
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|
2017
Q4 | $148K | Hold |
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|
2017
Q3 | $140K | Hold |
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|
2017
Q2 | $136K | Hold |
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|
2017
Q1 | $133K | Hold |
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|
2016
Q4 | $127K | Hold |
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|
2016
Q3 | $124K | Hold |
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|
2016
Q2 | $119K | Hold |
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|
2016
Q1 | $116K | Sell |
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|
2015
Q4 | $155K | Hold |
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|
2015
Q3 | $151K | Hold |
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|
2015
Q2 | $165K | Hold |
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|
2015
Q1 | $168K | Hold |
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|
2014
Q4 | $162K | Sell |
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|
2014
Q3 | $164K | Hold |
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|
2014
Q2 | $166K | Buy |
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|
2014
Q1 | $151K | Hold |
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|
2013
Q4 | $145K | Buy |
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