WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,027
| Closed | -$75K | – | 724 |
|
|
2023
Q2 | $75K | Sell |
1,027
-57
| -5% | -$4.16K | 0.01% | 442 |
|
|
2023
Q1 | $75.8K | Buy |
+1,084
| New | +$75.8K | 0.01% | 479 |
|
|
2016
Q3 | $23.6K | Hold |
548
| – | – | 0.01% | 450 |
|
|
2016
Q2 | $23K | Buy |
+548
| New | +$23K | ﹤0.01% | 1329 |
|
|
2015
Q4 | $21.9K | Buy |
+548
| New | +$21.9K | ﹤0.01% | 888 |
|