Guidant Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.04M | Sell |
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2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $914K | Buy |
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|
2018
Q3 | $1.07M | Hold |
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|
2018
Q2 | $1.05M | Hold |
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|
2018
Q1 | $1M | Hold |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $1.22M | Sell |
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|
2016
Q4 | $1.79M | Sell |
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|
2016
Q3 | $2.93M | Buy |
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