TVWM
Tower View Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9
| Closed | -$1K | – | 166 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 158 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 154 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 178 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 184 |
|
|
2020
Q1 | – | Sell |
-792
| Closed | -$47K | – | 127 |
|
|
2019
Q4 | $47K | Hold |
792
| – | – | 0.04% | 83 |
|
|
2019
Q3 | $44K | Buy |
+792
| New | +$44K | 0.04% | 83 |
|