DPA
Delphi Private 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
Q4 | – | Sell |
-51
| Closed | -$5K | – | 57 |
|
|
2018
Q3 | $5K | Hold |
51
| – | – | 0.02% | 62 |
|
|
2018
Q2 | $5K | Hold |
51
| – | – | 0.02% | 71 |
|
|
2018
Q1 | $4K | Hold |
51
| – | – | 0.02% | 70 |
|
|
2017
Q4 | $5K | Hold |
51
| – | – | 0.01% | 115 |
|
|
2017
Q3 | $4K | Sell |
51
-68
| -57% | -$5.33K | 0.01% | 73 |
|
|
2017
Q2 | $10K | Hold |
119
| – | – | 0.02% | 86 |
|
|
2017
Q1 | $10K | Hold |
119
| – | – | 0.02% | 70 |
|
|
2016
Q4 | $10K | Hold |
119
| – | – | 0.02% | 99 |
|
|
2016
Q3 | $9K | Hold |
119
| – | – | 0.02% | 119 |
|
|
2016
Q2 | $9K | Hold |
119
| – | – | 0.02% | 147 |
|
|
2016
Q1 | $8K | Hold |
119
| – | – | 0.01% | 161 |
|
|
2015
Q4 | $8K | Buy |
+119
| New | +$8K | 0.01% | 171 |
|