Stearns Financial Services Group’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
Q3 | $303K | Buy |
5,281
+3,931
| +291% | +$226K | 0.05% | 119 |
|
|
2020
Q2 | $72K | Sell |
1,350
-140
| -9% | -$7.47K | 0.01% | 151 |
|
|
2020
Q1 | $64K | Sell |
1,490
-164
| -10% | -$7.04K | 0.01% | 149 |
|
|
2019
Q4 | $99K | Buy |
1,654
+164
| +11% | +$9.82K | 0.02% | 147 |
|
|
2019
Q3 | $83K | Sell |
1,490
-160
| -10% | -$8.91K | 0.01% | 143 |
|
|
2019
Q2 | $92K | Hold |
1,650
| – | – | 0.02% | 139 |
|
|
2019
Q1 | $89K | Buy |
1,650
+1,350
| +450% | +$72.8K | 0.02% | 142 |
|
|
2018
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 161 |
|
|
2018
Q3 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 160 |
|