Stonebridge Financial Planning 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
Q4
Sell
-800
Closed -$49K 397
2020
Q3
$49K Hold
800
0.04% 190
2020
Q2
$43K Hold
800
0.04% 193
2020
Q1
$37K Hold
800
0.04% 192
2019
Q4
$48K Buy
+800
New +$48K 0.04% 175