Atlas Private Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30
| Closed | -$3K | – | 434 |
|
|
2021
Q3 | $3K | Buy |
30
+5
| +20% | +$500 | ﹤0.01% | 625 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 627 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 685 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 639 |
|
|
2020
Q3 | $2K | Sell |
25
-334
| -93% | -$26.7K | ﹤0.01% | 574 |
|
|
2020
Q2 | $27K | Buy |
+359
| New | +$27K | 0.02% | 283 |
|