Tucker Asset 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
Q4 | $11K | Sell |
124
-29
| -19% | -$2.56K | ﹤0.01% | 720 |
|
|
2024
Q3 | $13.5K | Sell |
153
-38
| -20% | -$3.35K | ﹤0.01% | 630 |
|
|
2024
Q2 | $15.5K | Buy |
191
+149
| +355% | +$12.1K | ﹤0.01% | 705 |
|
|
2024
Q1 | $3.53K | Buy |
42
+40
| +2,000% | +$3.36K | ﹤0.01% | 1184 |
|
|
2023
Q4 | $155 | Buy |
+2
| New | +$155 | ﹤0.01% | 1382 |
|
|
2023
Q3 | – | Sell |
-485
| Closed | -$35.4K | – | 1478 |
|
|
2023
Q2 | $35.4K | Buy |
485
+362
| +294% | +$26.4K | 0.01% | 315 |
|
|
2023
Q1 | $8.6K | Buy |
123
+57
| +86% | +$3.99K | ﹤0.01% | 585 |
|
|
2022
Q4 | $4.47K | Buy |
66
+54
| +450% | +$3.66K | ﹤0.01% | 456 |
|
|
2022
Q3 | $811 | Buy |
+12
| New | +$811 | ﹤0.01% | 693 |
|