Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $160K | Sell |
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|
2022
Q3 | $157K | Buy |
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|
2022
Q2 | $163K | Buy |
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|
2022
Q1 | $197K | Buy |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | $197K | Buy |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | $186K | Buy |
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|
2020
Q4 | $161K | Buy |
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|
2020
Q3 | $78K | Buy |
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|
2020
Q2 | $73K | Buy |
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|
2020
Q1 | $59K | Buy |
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|
2019
Q4 | $81K | Sell |
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|
2019
Q3 | $99K | Sell |
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|
2019
Q2 | $101K | Buy |
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|
2019
Q1 | $95K | Buy |
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|
2018
Q4 | $82K | Sell |
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|
2018
Q3 | $115K | Buy |
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|
2018
Q2 | $111K | Hold |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $109K | Sell |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $226K | Sell |
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|
2017
Q1 | $342K | Buy |
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|
2016
Q4 | $297K | Buy |
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|
2016
Q3 | $211 | Buy |
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|
2016
Q2 | $108K | Buy |
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