PJB
Paul John Balson’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.73M | Buy |
39,834
+3,304
| +9% | +$227K | 0.56% | 13 |
|
|
2020
Q3 | $2.1M | Sell |
36,530
-5,641
| -13% | -$324K | 0.52% | 13 |
|
|
2020
Q2 | $2.26M | Sell |
42,171
-1,000
| -2% | -$53.6K | 0.85% | 11 |
|
|
2020
Q1 | $1.86M | Buy |
+43,171
| New | +$1.86M | 1% | 10 |
|