San Francisco Sentry Investment 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
Q2 | $34K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $29K | Hold |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $61K | Sell |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $93K | Hold |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $90K | Hold |
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|
2018
Q4 | $77K | Hold |
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|
2018
Q3 | $92K | Hold |
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|
2018
Q2 | $88K | Hold |
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|
2018
Q1 | $86K | Buy |
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|
2017
Q4 | $64K | Buy |
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|
2017
Q3 | $48K | Buy |
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|
2017
Q2 | $34K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $38K | Hold |
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|
2014
Q2 | $39K | Hold |
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|
2014
Q1 | $37K | Buy |
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|
2013
Q4 | $26K | Buy |
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|
2013
Q3 | $5K | Buy |
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