Hedeker Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-228
| Closed | -$15K | – | 125 |
|
|
2015
Q4 | $15K | Buy |
+228
| New | +$15K | 0.01% | 106 |
|
|
2015
Q3 | – | Sell |
-1,639
| Closed | -$120K | – | 130 |
|
|
2015
Q2 | $120K | Buy |
+1,639
| New | +$120K | 0.1% | 102 |
|
|
2015
Q1 | – | Sell |
-1,930
| Closed | -$142K | – | 126 |
|
|
2014
Q4 | $142K | Buy |
+1,930
| New | +$142K | 0.11% | 94 |
|