Private Capital Management (Colorado)’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
Q4 | $144K | Sell |
|
|||||
|
2024
Q3 | $164K | Buy |
|
|||||
|
2024
Q2 | $132K | Sell |
|
|||||
|
2024
Q1 | $427K | Buy |
|
|||||
|
2023
Q4 | $204K | Hold |
|
|||||
|
2023
Q3 | $182K | Hold |
|
|||||
|
2023
Q2 | $192K | Sell |
|
|||||
|
2023
Q1 | $233K | Hold |
|
|||||
|
2022
Q4 | $225K | Hold |
|
|||||
|
2022
Q3 | $207K | Sell |
|
|||||
|
2022
Q2 | $320K | Hold |
|
|||||
|
2022
Q1 | $320K | Hold |
|
|||||
|
2021
Q4 | $340K | Hold |
|
|||||
|
2021
Q3 | $321K | Hold |
|
|||||
|
2021
Q2 | $325K | Hold |
|
|||||
|
2021
Q1 | $303K | Sell |
|
|||||
|
2020
Q4 | $281K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $204K | Hold |
|
|||||
|
2019
Q3 | $204K | Hold |
|
|||||
|
2019
Q2 | $204K | Sell |
|
|||||
|
2019
Q1 | $209K | Buy |
|