Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-129
| Closed | -$8K | – | 114 |
|
|
2020
Q1 | $8K | Hold |
129
| – | – | ﹤0.01% | 93 |
|
|
2019
Q4 | $12K | Hold |
129
| – | – | ﹤0.01% | 91 |
|
|
2019
Q3 | $12K | Hold |
129
| – | – | ﹤0.01% | 98 |
|
|
2019
Q2 | $11K | Hold |
129
| – | – | ﹤0.01% | 115 |
|
|
2019
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 103 |
|
|
2018
Q4 | $10K | Buy |
+129
| New | +$10K | ﹤0.01% | 184 |
|
|
2017
Q2 | – | Sell |
-115
| Closed | -$10K | – | 301 |
|
|
2017
Q1 | $10K | Hold |
115
| – | – | ﹤0.01% | 205 |
|
|
2016
Q4 | $9K | Buy |
+115
| New | +$9K | 0.01% | 257 |
|