Hartford Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-80
| Closed | -$8K | – | 360 |
|
|
2019
Q4 | $8K | Hold |
80
| – | – | ﹤0.01% | 302 |
|
|
2019
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 313 |
|
|
2019
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 313 |
|
|
2019
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 319 |
|
|
2018
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 333 |
|
|
2018
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 340 |
|
|
2018
Q2 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 343 |
|
|
2017
Q4 | – | Sell |
-80
| Closed | -$6K | – | 367 |
|
|
2017
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 328 |
|