Pecaut & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20
| Closed | -$1K | – | 71 |
|
|
2019
Q3 | $1K | Sell |
20
-3,860
| -99% | -$193K | ﹤0.01% | 70 |
|
|
2019
Q2 | $217K | Hold |
3,880
| – | – | 0.15% | 57 |
|
|
2019
Q1 | $209K | Hold |
3,880
| – | – | 0.14% | 57 |
|
|
2018
Q4 | $180K | Sell |
3,880
-3,880
| -50% | -$180K | 0.15% | 53 |
|
|
2018
Q3 | $428K | Hold |
7,760
| – | – | 0.3% | 45 |
|
|
2018
Q2 | $412K | Hold |
7,760
| – | – | 0.3% | 45 |
|
|
2018
Q1 | $400K | Hold |
7,760
| – | – | 0.3% | 45 |
|
|
2017
Q4 | $404K | Hold |
7,760
| – | – | 0.3% | 45 |
|
|
2017
Q3 | $382K | Hold |
7,760
| – | – | 0.31% | 46 |
|
|
2017
Q2 | $373K | Hold |
7,760
| – | – | 0.31% | 46 |
|
|
2017
Q1 | $363K | Buy |
+7,760
| New | +$363K | 0.32% | 46 |
|