Intellectus Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-57
| Closed | -$5K | – | 297 |
|
|
2019
Q1 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 397 |
|
|
2018
Q4 | – | Sell |
-57
| Closed | -$5K | – | 398 |
|
|
2018
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 508 |
|
|
2018
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 530 |
|
|
2018
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 531 |
|
|
2017
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 531 |
|
|
2017
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 677 |
|
|
2017
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 652 |
|
|
2017
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 590 |
|
|
2016
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 594 |
|