ParenteBeard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $4.85K | Sell |
3,240
-16,508
| -84% | -$24.7K | 0.06% | 78 |
|
|
2014
Q3 | $782K | Sell |
19,748
-64
| -0.3% | -$2.53K | 0.33% | 44 |
|
|
2014
Q2 | $805K | Sell |
19,812
-980
| -5% | -$39.8K | 0.35% | 38 |
|
|
2014
Q1 | $804K | Sell |
20,792
-332
| -2% | -$12.8K | 0.4% | 34 |
|
|
2013
Q4 | $792K | Sell |
21,124
-64
| -0.3% | -$2.4K | 0.31% | 60 |
|
|
2013
Q3 | $737K | Sell |
21,188
-1,548
| -7% | -$53.8K | 0.36% | 38 |
|
|
2013
Q2 | $738K | Buy |
+22,736
| New | +$738K | 0.33% | 44 |
|