IFP Advisors’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-150
| Closed | -$10K | – | 4262 |
|
2018
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 2823 |
|
2017
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 2820 |
|
2017
Q3 | $9K | Buy |
150
+50
| +50% | +$3K | ﹤0.01% | 3084 |
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 3328 |
|
2017
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 3220 |
|