PrairieView 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-122
| Closed | -$8K | – | 432 |
|
|
2023
Q2 | $8K | Sell |
122
-300
| -71% | -$19.7K | ﹤0.01% | 334 |
|
|
2023
Q1 | $29K | Hold |
422
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $28K | Hold |
422
| – | – | ﹤0.01% | 232 |
|
|
2022
Q3 | $26K | Hold |
422
| – | – | ﹤0.01% | 231 |
|
|
2022
Q2 | $27K | Hold |
422
| – | – | ﹤0.01% | 243 |
|
|
2022
Q1 | $33K | Buy |
422
+122
| +41% | +$9.54K | ﹤0.01% | 239 |
|
|
2021
Q4 | $25K | Hold |
300
| – | – | ﹤0.01% | 268 |
|
|
2021
Q3 | $23K | Hold |
300
| – | – | ﹤0.01% | 222 |
|
|
2021
Q2 | $24K | Hold |
300
| – | – | ﹤0.01% | 212 |
|
|
2021
Q1 | $22K | Buy |
+300
| New | +$22K | ﹤0.01% | 217 |
|
|
2020
Q2 | – | Sell |
-996
| Closed | -$43K | – | 303 |
|
|
2020
Q1 | $43K | Buy |
+996
| New | +$43K | 0.01% | 138 |
|