Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-703
| Closed | -$56K | – | 229 |
|
|
2021
Q2 | $56K | Buy |
+703
| New | +$56K | 0.02% | 150 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$42K | – | 321 |
|
|
2019
Q4 | $42K | Hold |
700
| – | – | 0.02% | 153 |
|
|
2019
Q3 | $39K | Hold |
700
| – | – | 0.02% | 157 |
|
|
2019
Q2 | $39K | Buy |
+700
| New | +$39K | 0.02% | 142 |
|