Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-333
| Closed | -$22.5K | – | 745 |
|
|
2022
Q4 | $22.5K | Sell |
333
-20
| -6% | -$1.35K | 0.01% | 391 |
|
|
2022
Q3 | $22K | Hold |
353
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $23K | Hold |
353
| – | – | 0.01% | 390 |
|
|
2022
Q1 | $28K | Hold |
353
| – | – | 0.01% | 354 |
|
|
2021
Q4 | $29K | Hold |
353
| – | – | 0.01% | 371 |
|
|
2021
Q3 | $28K | Hold |
353
| – | – | 0.01% | 358 |
|
|
2021
Q2 | $28K | Buy |
353
+281
| +390% | +$22.3K | 0.01% | 359 |
|
|
2021
Q1 | $1 | Buy |
72
+52
| +260% | +$1 | ﹤0.01% | 705 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 673 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 640 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 639 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 652 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 670 |
|