Vista Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,192
| Closed | -$249K | – | 58 |
|
|
2019
Q4 | $249K | Sell |
4,192
-1,808
| -30% | -$107K | 0.05% | 54 |
|
|
2019
Q3 | $336K | Buy |
6,000
+1,808
| +43% | +$101K | 0.07% | 48 |
|
|
2019
Q2 | $234K | Hold |
4,192
| – | – | 0.05% | 53 |
|
|
2019
Q1 | $226K | Buy |
+4,192
| New | +$226K | 0.05% | 49 |
|
|
2018
Q4 | – | Sell |
-5,032
| Closed | -$277K | – | 57 |
|
|
2018
Q3 | $277K | Buy |
+5,032
| New | +$277K | 0.06% | 44 |
|