SSW
Smith Shellnut Wilson’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,580
| Closed | -$517K | – | 134 |
|
|
2019
Q1 | $517K | Hold |
9,580
| – | – | 0.41% | 49 |
|
|
2018
Q4 | $445K | Buy |
9,580
+7,185
| +300% | – | 0.48% | 42 |
|
|
2018
Q3 | $528K | Buy |
+2,395
| New | +$528K | 0.47% | 39 |
|
|
2018
Q1 | $3.28M | Buy |
15,868
+115
| +0.7% | +$23.7K | 2.82% | 10 |
|
|
2017
Q4 | $3.28M | Hold |
15,753
| – | – | 2.77% | 9 |
|
|
2017
Q3 | $3.11M | Buy |
+15,753
| New | +$3.11M | 2.74% | 9 |
|