Winthrop Partners - WNY’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.27M | Buy |
58,525
+2,583
| +5% | +$145K | 2.21% | 9 |
|
|
2019
Q2 | $3.13M | Buy |
55,942
+933
| +2% | +$52.1K | 2.34% | 10 |
|
|
2019
Q1 | $3M | Buy |
55,009
+27,615
| +101% | +$1.51M | 2.34% | 9 |
|
|
2018
Q4 | $1.27M | Sell |
27,394
-5,690
| -17% | -$264K | 1.19% | 26 |
|
|
2018
Q3 | $1.82M | Buy |
33,084
+1,848
| +6% | +$102K | 1.47% | 19 |
|
|
2018
Q2 | $1.66M | Buy |
31,236
+2,184
| +8% | +$116K | 1.38% | 21 |
|
|
2018
Q1 | $1.48M | Buy |
29,052
+4,392
| +18% | +$223K | 1.14% | 25 |
|
|
2017
Q4 | $1.32M | Buy |
+24,660
| New | +$1.32M | 1.08% | 29 |
|