Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $742K | Sell |
6,202
-2,561
| -29% | -$306K | 0.37% | 77 |
|
|
2021
Q4 | $1.07M | Buy |
8,763
+19
| +0.2% | +$2.32K | 0.54% | 47 |
|
|
2021
Q3 | $990K | Hold |
8,744
| – | – | 0.4% | 58 |
|
|
2021
Q2 | $1.01M | Sell |
8,744
-1,217
| -12% | -$140K | 0.39% | 62 |
|
|
2021
Q1 | $1.09M | Buy |
9,961
+1,899
| +24% | +$208K | 0.62% | 45 |
|
|
2020
Q4 | $781K | Buy |
+8,062
| New | +$781K | 0.54% | 50 |
|