Lake Point Wealth Management’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
2020
Q1
$8K Hold
126
0.01% 122
2019
Q4
$12K Buy
+126
New +$12K ﹤0.01% 254
2019
Q2
$12K Hold
130
﹤0.01% 301
2019
Q1
$12K Sell
130
-434
-77% -$40.1K ﹤0.01% 301
2018
Q4
$43K Buy
+564
New +$43K 0.02% 264