GWA
Guidant Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.86M | Hold |
15,541
| – | – | 0.69% | 34 |
|
|
2019
Q2 | $1.87M | Hold |
15,541
| – | – | 0.72% | 30 |
|
|
2019
Q1 | $1.86M | Sell |
15,541
-17
| -0.1% | -$2.04K | 0.73% | 32 |
|
|
2018
Q4 | $1.67M | Buy |
+15,558
| New | +$1.67M | 0.78% | 32 |
|
|
2017
Q3 | – | Sell |
-15,890
| Closed | -$1.87M | – | 211 |
|
|
2017
Q2 | $1.87M | Sell |
15,890
-2,228
| -12% | -$262K | 0.96% | 31 |
|
|
2017
Q1 | $2.09M | Sell |
18,118
-3,703
| -17% | -$428K | 1.1% | 31 |
|
|
2016
Q4 | $2.61M | Sell |
21,821
-11,020
| -34% | -$1.32M | 1.48% | 26 |
|
|
2016
Q3 | $3.41M | Buy |
+32,841
| New | +$3.41M | 2.1% | 17 |
|