BWA
BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14.9K | Hold |
136
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $14.4K | Buy |
+136
| New | +$14.4K | ﹤0.01% | 641 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$2K | – | 1118 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 946 |
|
|
2021
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 990 |
|
|
2021
Q1 | – | Sell |
-76
| Closed | -$7K | – | 1213 |
|
|
2020
Q4 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 592 |
|
|
2020
Q3 | – | Sell |
-83
| Closed | -$6K | – | 917 |
|
|
2020
Q2 | $6K | Sell |
83
-257
| -76% | -$18.6K | ﹤0.01% | 544 |
|
|
2020
Q1 | $22K | Buy |
340
+287
| +542% | +$18.6K | ﹤0.01% | 436 |
|
|
2019
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 489 |
|
|
2019
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 499 |
|
|
2019
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 490 |
|
|
2019
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 466 |
|
|
2018
Q4 | $4K | Sell |
53
-2,000
| -97% | -$151K | ﹤0.01% | 459 |
|
|
2018
Q3 | $185K | Hold |
2,053
| – | – | 0.06% | 162 |
|
|
2018
Q2 | $182K | Hold |
2,053
| – | – | 0.06% | 163 |
|
|
2018
Q1 | $177K | Hold |
2,053
| – | – | 0.07% | 135 |
|
|
2017
Q4 | $183K | Sell |
2,053
-50
| -2% | -$4.46K | 0.08% | 117 |
|
|
2017
Q3 | $179K | Hold |
2,103
| – | – | 0.09% | 109 |
|
|
2017
Q2 | $177K | Buy |
+2,103
| New | +$177K | 0.08% | 133 |
|