Watermark Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$51K Sell
2018
Q3
$84K Sell
2018
Q2
$121K Hold
2018
Q1
$118K Hold
2017
Q4
$119K Hold
2017
Q3
$113K Hold
2017
Q2
$110K Hold
2017
Q1
$107K Buy