Prio Wealth Limited Partnership’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $878K | Hold |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $849K | Buy |
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|
2023
Q4 | $727K | Hold |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $530K | Hold |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $580K | Hold |
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $529K | Hold |
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|
2021
Q2 | $536K | Hold |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q3 | $373K | Buy |
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|
2020
Q2 | $280K | Buy |
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