GYL Financial Synergies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $361K | Sell |
2,731
-70
| -2% | -$9.26K | 0.03% | 271 |
|
|
2024
Q2 | $338K | Hold |
2,801
| – | – | 0.03% | 280 |
|
|
2024
Q1 | $351K | Hold |
2,801
| – | – | 0.03% | 282 |
|
|
2023
Q4 | $326K | Hold |
2,801
| – | – | 0.03% | 283 |
|
|
2023
Q3 | $292K | Hold |
2,801
| – | – | 0.03% | 275 |
|
|
2023
Q2 | $308K | Hold |
2,801
| – | – | 0.03% | 280 |
|
|
2023
Q1 | $297K | Buy |
2,801
+123
| +5% | +$13.1K | 0.04% | 236 |
|
|
2022
Q4 | $282K | Hold |
2,678
| – | – | 0.06% | 180 |
|
|
2022
Q3 | $257K | Buy |
+2,678
| New | +$257K | 0.07% | 166 |
|
|
2020
Q1 | – | Sell |
-14,124
| Closed | -$1.34M | – | 168 |
|
|
2019
Q4 | $1.34M | Buy |
14,124
+81
| +0.6% | +$7.68K | 0.59% | 29 |
|
|
2019
Q3 | $1.26M | Buy |
14,043
+74
| +0.5% | +$6.64K | 0.63% | 30 |
|
|
2019
Q2 | $1.25M | Buy |
+13,969
| New | +$1.25M | 0.66% | 28 |
|