LWA
Lowe Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-22
| Closed | -$1K | – | 304 |
|
2019
Q1 | $1K | Sell |
22
-26
| -54% | -$1.18K | ﹤0.01% | 250 |
|
2018
Q4 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 180 |
|
2015
Q4 | – | Sell |
-488
| Closed | -$33K | – | 241 |
|
2015
Q3 | $33K | Buy |
+488
| New | +$33K | 0.03% | 65 |
|