Centerpoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-173
| Closed | -$23K | – | 472 |
|
|
2024
Q3 | $23K | Hold |
173
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $21K | Buy |
+173
| New | +$21K | 0.01% | 261 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 607 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 501 |
|
|
2018
Q2 | – | Sell |
-124
| Closed | -$11K | – | 378 |
|
|
2018
Q1 | $11K | Hold |
124
| – | – | 0.01% | 157 |
|
|
2017
Q4 | $11K | Buy |
+124
| New | +$11K | 0.01% | 139 |
|