SW
SkyOak Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,630
| Closed | -$205K | – | 238 |
|
|
2022
Q1 | $205K | Hold |
2,630
| – | – | 0.06% | 222 |
|
|
2021
Q4 | $218K | Sell |
2,630
-1
| -0% | -$83 | 0.06% | 216 |
|
|
2021
Q3 | $206K | Hold |
2,631
| – | – | 0.06% | 216 |
|
|
2021
Q2 | $208K | Sell |
2,631
-11
| -0.4% | -$870 | 0.06% | 219 |
|
|
2021
Q1 | $207K | Sell |
2,642
-756
| -22% | -$59.2K | 0.06% | 214 |
|
|
2020
Q4 | $233K | Sell |
3,398
-393
| -10% | -$26.9K | 0.07% | 189 |
|
|
2020
Q3 | $218K | Sell |
3,791
-2,149
| -36% | -$124K | 0.08% | 181 |
|
|
2020
Q2 | $318K | Buy |
+5,940
| New | +$318K | 0.12% | 172 |
|
|
2020
Q1 | – | Sell |
-4,940
| Closed | -$295K | – | 254 |
|
|
2019
Q4 | $295K | Buy |
+4,940
| New | +$295K | 0.09% | 234 |
|