PTP
Platform Technology Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,800
| Closed | -$263K | – | 216 |
|
|
2023
Q3 | $263K | Hold |
3,800
| – | – | 0.12% | 156 |
|
|
2023
Q2 | $283K | Hold |
3,800
| – | – | 0.13% | 155 |
|
|
2023
Q1 | $266K | Hold |
3,800
| – | – | 0.13% | 155 |
|
|
2022
Q4 | $256K | Hold |
3,800
| – | – | 0.13% | 155 |
|
|
2022
Q3 | $236K | Buy |
+3,800
| New | +$236K | 0.13% | 154 |
|
|
2021
Q4 | – | Sell |
-2,591
| Closed | -$203K | – | 238 |
|
|
2021
Q3 | $203K | Hold |
2,591
| – | – | 0.09% | 201 |
|
|
2021
Q2 | $205K | Buy |
+2,591
| New | +$205K | 0.08% | 225 |
|