CIA
Cascade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$80.8K | – | 259 |
|
|
2020
Q3 | $80.8K | Hold |
1,000
| – | – | 0.07% | 132 |
|
|
2020
Q2 | $76.5K | Hold |
1,000
| – | – | 0.07% | 128 |
|
|
2020
Q1 | $64.1K | Sell |
1,000
-190
| -16% | -$12.2K | 0.07% | 126 |
|
|
2019
Q4 | $113K | Buy |
+1,190
| New | +$113K | 0.09% | 119 |
|