Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-600
| Closed | -$26K | – | 306 |
|
|
2015
Q2 | $26K | Hold |
600
| – | – | 0.02% | 187 |
|
|
2015
Q1 | $26K | Hold |
600
| – | – | 0.02% | 192 |
|
|
2014
Q4 | $25K | Hold |
600
| – | – | 0.02% | 193 |
|
|
2014
Q3 | $24K | Hold |
600
| – | – | 0.02% | 191 |
|
|
2014
Q2 | $24K | Hold |
600
| – | – | 0.02% | 206 |
|
|
2014
Q1 | $23K | Hold |
600
| – | – | 0.02% | 196 |
|
|
2013
Q4 | $22K | Buy |
+600
| New | +$22K | 0.02% | 200 |
|