Palumbo Wealth Management’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 | – | Sell |
-2,647
| Closed | -$220K | – | 93 |
|
|
2021
Q4 | $220K | Buy |
2,647
+33
| +1% | +$2.74K | 0.14% | 86 |
|
|
2021
Q3 | $204K | Buy |
2,614
+9
| +0.3% | +$702 | 0.13% | 92 |
|
|
2021
Q2 | $206K | Sell |
2,605
-303
| -10% | -$24K | 0.14% | 96 |
|
|
2021
Q1 | $215K | Sell |
2,908
-151
| -5% | -$11.2K | 0.16% | 92 |
|
|
2020
Q4 | $210K | Buy |
+3,059
| New | +$210K | 0.17% | 84 |
|