Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-56
| Closed | -$3K | – | 390 |
|
|
2019
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 616 |
|
|
2018
Q4 | $3K | Sell |
56
-168
| -75% | -$9K | ﹤0.01% | 576 |
|
|
2018
Q3 | $3K | Buy |
224
+168
| +300% | +$2.25K | ﹤0.01% | 583 |
|
|
2018
Q2 | $3K | Sell |
56
-464
| -89% | -$24.9K | ﹤0.01% | 616 |
|
|
2018
Q1 | $27K | Hold |
520
| – | – | 0.01% | 389 |
|
|
2017
Q4 | $27K | Buy |
+520
| New | +$27K | 0.01% | 408 |
|
|
2017
Q2 | – | Sell |
-868
| Closed | -$41K | – | 716 |
|
|
2017
Q1 | $41K | Buy |
+868
| New | +$41K | 0.02% | 349 |
|