KKAMG
Kernodle & Katon Asset Management Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $113K | Hold |
1,358
| – | – | 0.07% | 119 |
|
|
2016
Q4 | $109K | Sell |
1,358
-1,701
| -56% | -$137K | 0.07% | 116 |
|
|
2016
Q3 | $235K | Sell |
3,059
-83
| -3% | -$6.38K | 0.15% | 81 |
|
|
2016
Q2 | $233K | Buy |
3,142
+31
| +1% | +$2.3K | 0.22% | 45 |
|
|
2016
Q1 | $221K | Hold |
3,111
| – | – | 0.21% | 45 |
|
|
2015
Q4 | $214K | Buy |
+3,111
| New | +$214K | 0.21% | 28 |
|