Rikoon Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.9M | Hold |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $1.03M | Hold |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $877K | Buy |
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|
2018
Q3 | $1.04M | Hold |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $950K | Sell |
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|
2017
Q4 | $981K | Buy |
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|
2017
Q3 | $832K | Sell |
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|
2017
Q2 | $905K | Hold |
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|
2017
Q1 | $889K | Hold |
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|
2016
Q4 | $879K | Buy |
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|
2016
Q3 | $479K | Buy |
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