National Penn Investors Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $362K | Hold |
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|
2015
Q3 | $351K | Sell |
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|
2015
Q2 | $519K | Sell |
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|
2015
Q1 | $532K | Hold |
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|
2014
Q4 | $513K | Buy |
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|
2014
Q3 | $468K | Sell |
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|
2014
Q2 | $488K | Sell |
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|
2014
Q1 | $467K | Buy |
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|
2013
Q4 | $378K | Hold |
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|
2013
Q3 | $351K | Hold |
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|
2013
Q2 | $328K | Buy |
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