Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-118
| Closed | -$8K | – | 334 |
|
|
2018
Q3 | $8K | Hold |
118
| – | – | ﹤0.01% | 336 |
|
|
2018
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $7K | Hold |
118
| – | – | ﹤0.01% | 301 |
|
|
2017
Q4 | $7K | Hold |
118
| – | – | ﹤0.01% | 308 |
|
|
2017
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 287 |
|
|
2017
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 282 |
|
|
2017
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 276 |
|
|
2016
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 296 |
|
|
2016
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 277 |
|
|
2016
Q2 | $6K | Sell |
118
-94
| -44% | -$4.78K | ﹤0.01% | 284 |
|
|
2016
Q1 | $10K | Buy |
+212
| New | +$10K | 0.01% | 197 |
|