MPIM
McGinn Penninger Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$227K | – | 40 |
|
|
2021
Q3 | $227K | Hold |
2,000
| – | – | 0.16% | 37 |
|
|
2021
Q2 | $230K | Hold |
2,000
| – | – | 0.16% | 37 |
|
|
2021
Q1 | $219K | Sell |
2,000
-550
| -22% | -$60.2K | 0.16% | 38 |
|
|
2020
Q4 | $247K | Buy |
+2,550
| New | +$247K | 0.23% | 33 |
|