Neumann Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $435K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $501K | Sell |
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|
2021
Q1 | $470K | Sell |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $386K | Buy |
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|
2020
Q2 | $319K | Hold |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $345K | Hold |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $287K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $268K | Buy |
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