New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.04M | Hold |
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|
2022
Q3 | $959K | Hold |
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|
2022
Q2 | $998K | Hold |
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|
2022
Q1 | $1.2M | Hold |
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|
2021
Q4 | $1.28M | Hold |
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|
2021
Q3 | $1.21M | Hold |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.14M | Hold |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $885K | Hold |
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|
2020
Q2 | $827K | Hold |
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|
2020
Q1 | $666K | Hold |
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|
2019
Q4 | $920K | Hold |
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|
2019
Q3 | $863K | Hold |
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|
2019
Q2 | $862K | Hold |
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|
2019
Q1 | $833K | Hold |
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|
2018
Q4 | $717K | Sell |
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|
2018
Q3 | $882K | Hold |
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|
2018
Q2 | $848K | Hold |
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|
2018
Q1 | $825K | Hold |
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|
2017
Q4 | $832K | Buy |
|