Camarda Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,770
| Closed | -$533K | – | 284 |
|
|
2015
Q4 | $533K | Buy |
+7,770
| New | +$533K | 0.33% | 67 |
|
|
2015
Q2 | – | Sell |
-17
| Closed | -$1K | – | 245 |
|
|
2015
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 237 |
|
|
2014
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 255 |
|
|
2014
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 203 |
|
|
2014
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 207 |
|
|
2014
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 190 |
|
|
2013
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 174 |
|