Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,050
| Closed | -$45K | – | 472 |
|
|
2020
Q1 | $45K | Hold |
1,050
| – | – | 0.03% | 363 |
|
|
2019
Q4 | $62K | Buy |
+1,050
| New | +$62K | 0.03% | 388 |
|
|
2019
Q3 | – | Sell |
-1,050
| Closed | -$59K | – | 465 |
|
|
2019
Q2 | $59K | Buy |
1,050
+334
| +47% | +$18.8K | 0.04% | 333 |
|
|
2019
Q1 | $38K | Hold |
716
| – | – | 0.03% | 349 |
|
|
2018
Q4 | $33K | Hold |
716
| – | – | 0.03% | 333 |
|
|
2018
Q3 | $39K | Hold |
716
| – | – | 0.04% | 331 |
|
|
2018
Q2 | $38K | Buy |
+716
| New | +$38K | 0.03% | 377 |
|