Clarkston Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-627
| Closed | -$75K | – | 193 |
|
|
2022
Q1 | $75K | Hold |
627
| – | – | ﹤0.01% | 180 |
|
|
2021
Q4 | $77K | Hold |
627
| – | – | ﹤0.01% | 166 |
|
|
2021
Q3 | $71K | Hold |
627
| – | – | ﹤0.01% | 157 |
|
|
2021
Q2 | $72K | Buy |
+627
| New | +$72K | ﹤0.01% | 157 |
|
|
2020
Q1 | – | Sell |
-592
| Closed | -$56K | – | 116 |
|
|
2019
Q4 | $56K | Buy |
+592
| New | +$56K | ﹤0.01% | 106 |
|