Parasol Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,748
| Closed | -$153K | – | 147 |
|
|
2016
Q1 | $153K | Hold |
3,748
| – | – | 0.15% | 58 |
|
|
2015
Q4 | $150K | Hold |
3,748
| – | – | 0.14% | 57 |
|
|
2015
Q3 | $146K | Hold |
3,748
| – | – | 0.13% | 57 |
|
|
2015
Q2 | $160K | Hold |
3,748
| – | – | 0.11% | 66 |
|
|
2015
Q1 | $162K | Hold |
3,748
| – | – | 0.1% | 64 |
|
|
2014
Q4 | $157K | Buy |
3,748
+680
| +22% | +$28.5K | 0.11% | 68 |
|
|
2014
Q3 | $121K | Buy |
+3,068
| New | +$121K | 0.08% | 65 |
|