KPW
Kore Private Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,283
| Closed | -$480K | – | 683 |
|
|
2020
Q2 | $480K | Buy |
6,283
+216
| +4% | +$16.5K | 0.1% | 131 |
|
|
2020
Q1 | $389K | Hold |
6,067
| – | – | 0.09% | 135 |
|
|
2019
Q4 | $575K | Hold |
6,067
| – | – | 0.11% | 127 |
|
|
2019
Q3 | $535K | Sell |
6,067
-544
| -8% | -$48K | 0.12% | 124 |
|
|
2019
Q2 | $589K | Buy |
6,611
+930
| +16% | +$82.9K | 0.13% | 118 |
|
|
2019
Q1 | $493K | Buy |
5,681
+5,227
| +1,151% | +$454K | 0.11% | 123 |
|
|
2018
Q4 | $35K | Buy |
+454
| New | +$35K | 0.01% | 423 |
|