Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-630
| Closed | -$56K | – | 221 |
|
|
2018
Q2 | $56K | Hold |
630
| – | – | 0.02% | 166 |
|
|
2018
Q1 | $54K | Buy |
+630
| New | +$54K | 0.02% | 166 |
|
|
2017
Q4 | – | Sell |
-620
| Closed | -$52K | – | 351 |
|
|
2017
Q3 | $52K | Buy |
620
+2
| +0.3% | +$168 | 0.02% | 146 |
|
|
2017
Q2 | $51K | Hold |
618
| – | – | 0.02% | 143 |
|
|
2017
Q1 | $52K | Sell |
618
-74
| -11% | -$6.23K | 0.02% | 144 |
|
|
2016
Q4 | $56K | Buy |
692
+84
| +14% | +$6.8K | 0.02% | 159 |
|
|
2016
Q3 | $46K | Buy |
+608
| New | +$46K | 0.02% | 159 |
|