SKK
Shepherd Kaplan Krochuk’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,438
| Closed | -$304K | – | 157 |
|
|
2019
Q3 | $304K | Hold |
5,438
| – | – | 0.22% | 109 |
|
|
2019
Q2 | $304K | Buy |
5,438
+7
| +0.1% | +$391 | 0.21% | 109 |
|
|
2019
Q1 | $293K | Buy |
5,431
+7
| +0.1% | +$378 | 0.18% | 113 |
|
|
2018
Q4 | $252K | Buy |
5,424
+2,951
| +119% | +$137K | 0.17% | 116 |
|
|
2018
Q3 | $545K | Buy |
+2,473
| New | +$545K | 0.28% | 79 |
|