Palladium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $243K | Sell |
3,116
-654
| -17% | -$51K | 0.01% | 302 |
|
|
2021
Q4 | $313K | Hold |
3,770
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $295K | Buy |
3,770
+522
| +16% | +$40.8K | 0.01% | 252 |
|
|
2021
Q2 | $257K | Hold |
3,248
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $240K | Hold |
3,248
| – | – | 0.01% | 258 |
|
|
2020
Q4 | $223K | Buy |
+3,248
| New | +$223K | 0.01% | 241 |
|
|
2014
Q2 | – | Sell |
-1,468
| Closed | -$57K | – | 354 |
|
|
2014
Q1 | $57K | Buy |
+1,468
| New | +$57K | 0.01% | 331 |
|
|
2013
Q4 | – | Sell |
-700
| Closed | -$24K | – | 353 |
|
|
2013
Q3 | $24K | Sell |
700
-488
| -41% | -$16.7K | ﹤0.01% | 406 |
|
|
2013
Q2 | $39K | Buy |
+1,188
| New | +$39K | ﹤0.01% | 363 |
|