Cowen Prime Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-78
| Closed | -$7K | – | 171 |
|
2021
Q1 | $7K | Sell |
78
-40
| -34% | -$3.59K | ﹤0.01% | 154 |
|
2020
Q4 | $9K | Hold |
118
| – | – | ﹤0.01% | 151 |
|
2020
Q3 | $7K | Buy |
+118
| New | +$7K | ﹤0.01% | 157 |
|
2020
Q2 | – | Sell |
-158
| Closed | -$8K | – | 195 |
|
2020
Q1 | $8K | Hold |
158
| – | – | ﹤0.01% | 159 |
|
2019
Q4 | $11K | Buy |
+158
| New | +$11K | 0.01% | 147 |
|