LSA
L & S Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,250
| Closed | -$270K | – | 311 |
|
|
2020
Q1 | $270K | Sell |
6,250
-500
| -7% | -$21.6K | 0.05% | 210 |
|
|
2019
Q4 | $402K | Sell |
6,750
-900
| -12% | -$53.6K | 0.05% | 235 |
|
|
2019
Q3 | $428K | Sell |
7,650
-676
| -8% | -$37.8K | 0.06% | 246 |
|
|
2019
Q2 | $465K | Buy |
8,326
+2,538
| +44% | +$142K | 0.06% | 246 |
|
|
2019
Q1 | $312K | Sell |
5,788
-3,912
| -40% | -$211K | 0.04% | 265 |
|
|
2018
Q4 | $451K | Buy |
+9,700
| New | +$451K | 0.08% | 201 |
|