AWA
AmeriServ Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200
| Closed | -$24K | – | 110 |
|
|
2015
Q2 | $24K | Buy |
+200
| New | +$24K | 0.03% | 114 |
|
|
2014
Q1 | – | Sell |
-2,700
| Closed | -$300K | – | 149 |
|
|
2013
Q4 | $300K | Hold |
2,700
| – | – | 0.18% | 136 |
|
|
2013
Q3 | $276K | Sell |
2,700
-100
| -4% | -$10.2K | 0.18% | 138 |
|
|
2013
Q2 | $262K | Buy |
+2,800
| New | +$262K | 0.17% | 139 |
|