Acorn Wealth Advisors’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-304
Closed -$20K 510
2018
Q2
$20K Hold
304
0.02% 394
2018
Q1
$19K Hold
304
0.02% 400
2017
Q4
$20K Buy
+304
New +$20K 0.02% 386

Acorn Wealth Advisors's EWRM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q3 2018, closing a stake of 304 shares — an estimated $20K sold.

Acorn Wealth Advisors first reported a position in EWRM in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 0 funds tracked by Wall St. Rank hold EWRM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 304 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q3 2018, an estimated $20K.
  • Acorn Wealth Advisors first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $20K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.