CPA
Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-157
| Closed | -$14K | – | 286 |
|
|
2018
Q2 | $14K | Buy |
157
+22
| +16% | +$1.96K | 0.01% | 339 |
|
|
2018
Q1 | $12K | Sell |
135
-40
| -23% | -$3.56K | 0.01% | 339 |
|
|
2017
Q4 | $16K | Hold |
175
| – | – | 0.01% | 310 |
|
|
2017
Q3 | $15K | Hold |
175
| – | – | 0.01% | 312 |
|
|
2017
Q2 | $15K | Hold |
175
| – | – | 0.01% | 311 |
|
|
2017
Q1 | $15K | Hold |
175
| – | – | 0.01% | 290 |
|
|
2016
Q4 | $14K | Buy |
+175
| New | +$14K | 0.01% | 292 |
|