Regal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,106
| Closed | -$246K | – | 47 |
|
|
2022
Q2 | $246K | Buy |
3,106
+4
| +0.1% | +$317 | 0.18% | 43 |
|
|
2022
Q1 | $299K | Sell |
3,102
-198
| -6% | -$19.1K | 0.19% | 41 |
|
|
2021
Q4 | $380K | Sell |
3,300
-41,412
| -93% | -$4.77M | 0.21% | 41 |
|
|
2021
Q3 | $5.01M | Sell |
44,712
-292
| -0.6% | -$32.7K | 3.01% | 12 |
|
|
2021
Q2 | $5.09M | Buy |
45,004
+44,998
| +749,967% | +$5.09M | 3.01% | 13 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 237 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 205 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 201 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 212 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 193 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 199 |
|