Ten Capital Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,627
| Closed | -$148K | – | 375 |
|
|
2023
Q1 | $148K | Buy |
1,627
+1,492
| +1,105% | +$136K | 0.05% | 134 |
|
|
2022
Q4 | $11.3K | Hold |
135
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $11K | Hold |
135
| – | – | 0.01% | 294 |
|
|
2022
Q2 | $11K | Sell |
135
-50
| -27% | -$4.07K | ﹤0.01% | 257 |
|
|
2022
Q1 | $19K | Hold |
185
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $21K | Sell |
185
-957
| -84% | -$109K | 0.01% | 217 |
|
|
2021
Q3 | $128K | Buy |
1,142
+665
| +139% | +$74.5K | 0.06% | 89 |
|
|
2021
Q2 | $54K | Sell |
477
-15
| -3% | -$1.7K | 0.01% | 178 |
|
|
2021
Q1 | $50K | Sell |
492
-10
| -2% | -$1.02K | 0.01% | 173 |
|
|
2020
Q4 | $52K | Buy |
+502
| New | +$52K | 0.01% | 166 |
|