Baldwin Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19
| Closed | -$2.51K | – | 638 |
|
|
2024
Q3 | $2.51K | Hold |
19
| – | – | ﹤0.01% | 929 |
|
|
2024
Q2 | $2.29K | Buy |
+19
| New | +$2.29K | ﹤0.01% | 650 |
|
|
2018
Q1 | – | Sell |
-944
| Closed | -$84K | – | 496 |
|
|
2017
Q4 | $84K | Hold |
944
| – | – | 0.01% | 259 |
|
|
2017
Q3 | $80K | Hold |
944
| – | – | 0.01% | 251 |
|
|
2017
Q2 | $79K | Hold |
944
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $78K | Hold |
944
| – | – | 0.01% | 259 |
|
|
2016
Q4 | $76K | Hold |
944
| – | – | 0.01% | 257 |
|
|
2016
Q3 | $72K | Buy |
+944
| New | +$72K | 0.01% | 268 |
|