MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,774
| Closed | -$131K | – | 342 |
|
|
2021
Q1 | $131K | Sell |
1,774
-476
| -21% | -$35.2K | 0.06% | 101 |
|
|
2020
Q4 | $152K | Sell |
2,250
-68
| -3% | -$4.59K | 0.07% | 93 |
|
|
2020
Q3 | $133K | Sell |
2,318
-2,713
| -54% | -$156K | 0.07% | 89 |
|
|
2020
Q2 | $270K | Buy |
5,031
+36
| +0.7% | +$1.93K | 0.14% | 53 |
|
|
2020
Q1 | $215K | Sell |
4,995
-347
| -6% | -$14.9K | 0.17% | 57 |
|
|
2019
Q4 | $318K | Buy |
5,342
+35
| +0.7% | +$2.08K | 0.19% | 47 |
|
|
2019
Q3 | $296K | Sell |
5,307
-155
| -3% | -$8.65K | 0.19% | 49 |
|
|
2019
Q2 | $305K | Sell |
5,462
-216
| -4% | -$12.1K | 0.2% | 50 |
|
|
2019
Q1 | $306K | Sell |
5,678
-195
| -3% | -$10.5K | 0.2% | 47 |
|
|
2018
Q4 | $272K | Sell |
5,873
-623
| -10% | -$28.9K | 0.2% | 54 |
|
|
2018
Q3 | $356K | Sell |
6,496
-284
| -4% | -$15.6K | 0.22% | 44 |
|
|
2018
Q2 | $360K | Sell |
6,780
-528
| -7% | -$28K | 0.36% | 39 |
|
|
2018
Q1 | $377K | Sell |
7,308
-1,348
| -16% | -$69.5K | 0.27% | 40 |
|
|
2017
Q4 | $450K | Sell |
8,656
-928
| -10% | -$48.2K | 0.31% | 39 |
|
|
2017
Q3 | $472K | Sell |
9,584
-204
| -2% | -$10K | 0.34% | 34 |
|
|
2017
Q2 | $468K | Buy |
+9,788
| New | +$468K | 0.31% | 36 |
|