ParenteBeard Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $9.28K | Sell |
1,730
-10,730
| -86% | -$57.5K | 0.11% | 60 |
|
|
2014
Q3 | $550K | Buy |
12,460
+468
| +4% | +$20.7K | 0.23% | 56 |
|
|
2014
Q2 | $537K | Sell |
11,992
-344
| -3% | -$15.4K | 0.24% | 52 |
|
|
2014
Q1 | $529K | Sell |
12,336
-256
| -2% | -$11K | 0.26% | 54 |
|
|
2013
Q4 | $531K | Buy |
12,592
+3,556
| +39% | +$150K | 0.21% | 75 |
|
|
2013
Q3 | $353K | Sell |
9,036
-10
| -0.1% | -$391 | 0.17% | 69 |
|
|
2013
Q2 | $325K | Buy |
+9,046
| New | +$325K | 0.15% | 72 |
|