Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,734
| Closed | -$354K | – | 271 |
|
|
2019
Q4 | $354K | Sell |
3,734
-66
| -2% | -$6.26K | 0.15% | 181 |
|
|
2019
Q3 | $341K | Sell |
3,800
-1,141
| -23% | -$102K | 0.15% | 190 |
|
|
2019
Q2 | $440K | Buy |
4,941
+3
| +0.1% | +$267 | 0.2% | 160 |
|
|
2019
Q1 | $429K | Sell |
4,938
-214
| -4% | -$18.6K | 0.21% | 154 |
|
|
2018
Q4 | $393K | Buy |
+5,152
| New | +$393K | 0.24% | 142 |
|