Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-726
| Closed | -$65K | – | 319 |
|
|
2019
Q2 | $65K | Buy |
726
+442
| +156% | +$39.6K | ﹤0.01% | 238 |
|
|
2019
Q1 | $25K | Sell |
284
-151
| -35% | -$13.3K | ﹤0.01% | 369 |
|
|
2018
Q4 | $33K | Hold |
435
| – | – | ﹤0.01% | 305 |
|
|
2018
Q3 | $39K | Sell |
435
-39
| -8% | -$3.5K | ﹤0.01% | 323 |
|
|
2018
Q2 | $42K | Sell |
474
-77
| -14% | -$6.82K | ﹤0.01% | 288 |
|
|
2018
Q1 | $48K | Buy |
+551
| New | +$48K | ﹤0.01% | 259 |
|