Catamount Wealth Management’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
Q4 | – | Sell |
-50
| Closed | -$4K | – | 178 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 132 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 117 |
|
|
2016
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 114 |
|
|
2015
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 113 |
|
|
2015
Q3 | $3K | Sell |
50
-16
| -24% | -$960 | ﹤0.01% | 117 |
|
|
2015
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 138 |
|
|
2015
Q1 | $5K | Buy |
66
+16
| +32% | +$1.21K | ﹤0.01% | 118 |
|
|
2014
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 106 |
|