WCM
Whitener Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,726
| Closed | -$96K | – | 279 |
|
|
2019
Q3 | $96K | Sell |
1,726
-938
| -35% | -$52.2K | 0.05% | 171 |
|
|
2019
Q2 | $148K | Buy |
2,664
+40
| +2% | +$2.22K | 0.08% | 144 |
|
|
2019
Q1 | $141K | Buy |
2,624
+60
| +2% | +$3.22K | 0.09% | 136 |
|
|
2018
Q4 | $119K | Buy |
2,564
+1,923
| +300% | +$89.3K | 0.09% | 141 |
|
|
2018
Q3 | $141K | Buy |
+641
| New | +$141K | 0.09% | 142 |
|
|
2018
Q2 | – | Sell |
-641
| Closed | -$132K | – | 255 |
|
|
2018
Q1 | $132K | Hold |
641
| – | – | 0.1% | 139 |
|
|
2017
Q4 | $133K | Buy |
+641
| New | +$133K | 0.11% | 130 |
|