New Potomac Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.81K | Buy |
+100
| New | +$8.81K | ﹤0.01% | 146 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$4K | – | 131 |
|
|
2020
Q2 | $4K | Sell |
75
-75
| -50% | -$4K | ﹤0.01% | 130 |
|
|
2020
Q1 | $6K | Hold |
150
| – | – | 0.01% | 128 |
|
|
2019
Q4 | $9K | Hold |
150
| – | – | 0.01% | 129 |
|
|
2019
Q3 | $8K | Hold |
150
| – | – | 0.01% | 133 |
|
|
2019
Q2 | $8K | Hold |
150
| – | – | 0.01% | 132 |
|
|
2019
Q1 | $8K | Sell |
150
-150
| -50% | -$8K | 0.01% | 133 |
|
|
2018
Q4 | $14K | Hold |
300
| – | – | 0.02% | 134 |
|
|
2018
Q3 | $17K | Hold |
300
| – | – | 0.02% | 128 |
|
|
2018
Q2 | $16K | Hold |
300
| – | – | 0.02% | 126 |
|
|
2018
Q1 | $15K | Hold |
300
| – | – | 0.01% | 128 |
|
|
2017
Q4 | $16K | Buy |
+300
| New | +$16K | 0.02% | 122 |
|