GWA
Guidant Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.23M | Sell |
22,848
-46
| -0.2% | -$6.5K | 1.2% | 27 |
|
|
2019
Q2 | $3.26M | Sell |
22,894
-705
| -3% | -$101K | 1.26% | 27 |
|
|
2019
Q1 | $3.2M | Sell |
23,599
-134
| -0.6% | -$18.2K | 1.25% | 27 |
|
|
2018
Q4 | $2.7M | Sell |
23,733
-46,785
| -66% | -$5.32M | 1.26% | 27 |
|
|
2018
Q3 | $11M | Sell |
70,518
-418
| -0.6% | -$65.3K | 4.6% | 9 |
|
|
2018
Q2 | $10.7M | Sell |
70,936
-240
| -0.3% | -$36.1K | 4.65% | 9 |
|
|
2018
Q1 | $9.82M | Sell |
71,176
-134
| -0.2% | -$18.5K | 4.44% | 9 |
|
|
2017
Q4 | $10.3M | Buy |
71,310
+46,225
| +184% | +$6.65M | 4.59% | 6 |
|
|
2017
Q3 | $2.88M | Sell |
25,085
-358
| -1% | -$41K | 2.04% | 15 |
|
|
2017
Q2 | $2.75M | Sell |
25,443
-3,592
| -12% | -$388K | 1.42% | 24 |
|
|
2017
Q1 | $2.97M | Sell |
29,035
-5,793
| -17% | -$592K | 1.56% | 25 |
|
|
2016
Q4 | $3.48M | Sell |
34,828
-15,545
| -31% | -$1.55M | 1.97% | 18 |
|
|
2016
Q3 | $4.86M | Buy |
+50,373
| New | +$4.86M | 2.99% | 11 |
|