Patton Albertson Miller Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,441
| Closed | -$205K | – | 226 |
|
|
2019
Q4 | $205K | Buy |
+3,441
| New | +$205K | 0.05% | 232 |
|
|
2019
Q3 | – | Sell |
-3,891
| Closed | -$215K | – | 240 |
|
|
2019
Q2 | $215K | Sell |
3,891
-2,492
| -39% | -$138K | 0.06% | 229 |
|
|
2019
Q1 | $344K | Sell |
6,383
-1,420
| -18% | -$76.5K | 0.17% | 94 |
|
|
2018
Q4 | $407K | Buy |
+7,803
| New | +$407K | 0.22% | 94 |
|