LSA
L & S Advisors’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
Q1 | – | Sell |
-4,267
| Closed | -$404K | – | 279 |
|
2019
Q4 | $404K | Buy |
4,267
+832
| +24% | +$78.8K | 0.05% | 234 |
|
2019
Q3 | $308K | Buy |
+3,435
| New | +$308K | 0.04% | 265 |
|
2019
Q1 | – | Sell |
-6,320
| Closed | -$483K | – | 329 |
|
2018
Q4 | $483K | Buy |
+6,320
| New | +$483K | 0.09% | 189 |
|