GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $361K | Sell |
|
|||||
|
2024
Q2 | $338K | Hold |
|
|||||
|
2024
Q1 | $351K | Hold |
|
|||||
|
2023
Q4 | $326K | Hold |
|
|||||
|
2023
Q3 | $292K | Hold |
|
|||||
|
2023
Q2 | $308K | Hold |
|
|||||
|
2023
Q1 | $297K | Buy |
|
|||||
|
2022
Q4 | $282K | Hold |
|
|||||
|
2022
Q3 | $257K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.34M | Buy |
|
|||||
|
2019
Q3 | $1.26M | Buy |
|
|||||
|
2019
Q2 | $1.25M | Buy |
|