Provence Wealth Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $117K | Sell |
1,122
-436
| -28% | -$45.5K | 0.06% | 175 |
|
|
2023
Q3 | $142K | Buy |
+1,558
| New | +$142K | 0.09% | 151 |
|
|
2023
Q1 | – | Sell |
-6,496
| Closed | -$543K | – | 137 |
|
|
2022
Q4 | $543K | Buy |
+6,496
| New | +$543K | 0.44% | 50 |
|
|
2022
Q2 | – | Sell |
-2,233
| Closed | -$224K | – | 63 |
|
|
2022
Q1 | $224K | Sell |
2,233
-3,342
| -60% | -$335K | 0.26% | 55 |
|
|
2021
Q4 | $642K | Buy |
+5,575
| New | +$642K | 0.73% | 31 |
|