GWA
Guidant Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.04M | Sell |
11,612
-45
| -0.4% | -$4.04K | 0.39% | 45 |
|
|
2019
Q2 | $1.04M | Sell |
11,657
-143
| -1% | -$12.7K | 0.4% | 46 |
|
|
2019
Q1 | $1.03M | Sell |
11,800
-178
| -1% | -$15.5K | 0.4% | 47 |
|
|
2018
Q4 | $914K | Buy |
11,978
+136
| +1% | +$10.4K | 0.43% | 49 |
|
|
2018
Q3 | $1.07M | Hold |
11,842
| – | – | 0.45% | 27 |
|
|
2018
Q2 | $1.05M | Hold |
11,842
| – | – | 0.46% | 26 |
|
|
2018
Q1 | $1M | Hold |
11,842
| – | – | 0.45% | 26 |
|
|
2017
Q4 | $1.07M | Sell |
11,842
-34
| -0.3% | -$3.07K | 0.48% | 26 |
|
|
2017
Q3 | $1.02M | Sell |
11,876
-529
| -4% | -$45.2K | 0.72% | 24 |
|
|
2017
Q2 | $1.03M | Sell |
12,405
-2,395
| -16% | -$199K | 0.53% | 41 |
|
|
2017
Q1 | $1.22M | Sell |
14,800
-7,154
| -33% | -$589K | 0.64% | 37 |
|
|
2016
Q4 | $1.79M | Sell |
21,954
-16,765
| -43% | -$1.37M | 1.02% | 33 |
|
|
2016
Q3 | $2.93M | Buy |
+38,719
| New | +$2.93M | 1.81% | 20 |
|