Sonora Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $25K | Buy |
320
+174
| +119% | +$13.6K | ﹤0.01% | 572 |
|
|
2021
Q2 | $12K | Sell |
146
-1,929
| -93% | -$159K | ﹤0.01% | 678 |
|
|
2021
Q1 | $153K | Buy |
+2,075
| New | +$153K | 0.01% | 331 |
|
|
2020
Q2 | – | Sell |
-145
| Closed | -$6K | – | 1826 |
|
|
2020
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 1212 |
|
|
2019
Q4 | $9K | Hold |
145
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q3 | $8K | Hold |
145
| – | – | ﹤0.01% | 1281 |
|
|
2019
Q2 | $8K | Buy |
+145
| New | +$8K | ﹤0.01% | 1259 |
|