Liberty Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-900
| Closed | -$82K | – | 168 |
|
|
2017
Q4 | $82K | Hold |
900
| – | – | 0.04% | 152 |
|
|
2017
Q3 | $78K | Sell |
900
-600
| -40% | -$52K | 0.04% | 160 |
|
|
2017
Q2 | $125K | Hold |
1,500
| – | – | 0.08% | 131 |
|
|
2017
Q1 | $124K | Hold |
1,500
| – | – | 0.07% | 124 |
|
|
2016
Q4 | $122K | Hold |
1,500
| – | – | 0.08% | 119 |
|
|
2016
Q3 | $114K | Buy |
+1,500
| New | +$114K | 0.07% | 122 |
|