Lehman & Derafelo Financial Resources’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $10K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $13K | Sell |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $17K | Sell |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $24K | Sell |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $24K | Buy |
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