Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,914
| Closed | -$329K | – | 271 |
|
|
2024
Q1 | $329K | Sell |
3,914
-1,073
| -22% | -$90.2K | 0.11% | 193 |
|
|
2023
Q4 | $388K | Buy |
4,987
+1,800
| +56% | +$140K | 0.16% | 149 |
|
|
2023
Q3 | $221K | Buy |
+3,187
| New | +$221K | 0.11% | 199 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$5K | – | 607 |
|
|
2022
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 816 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$6K | – | 563 |
|
|
2021
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 785 |
|
|
2021
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 783 |
|
|
2021
Q2 | – | Sell |
-75
| Closed | -$6K | – | 461 |
|
|
2021
Q1 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 655 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$4K | – | 363 |
|
|
2019
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 612 |
|