Powell Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-900
| Closed | -$62.3K | – | 152 |
|
|
2023
Q3 | $62.3K | Buy |
+900
| New | +$62.3K | 0.04% | 125 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$4K | – | 118 |
|
|
2020
Q2 | $4K | Sell |
75
-125
| -63% | -$6.67K | ﹤0.01% | 111 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | 0.01% | 111 |
|
|
2019
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 117 |
|