LWS
Lucia Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,050
| Closed | -$232K | – | 199 |
|
|
2018
Q3 | $232K | Sell |
1,050
-292
| -22% | -$64.5K | 0.07% | 137 |
|
|
2018
Q2 | $285K | Sell |
1,342
-7,535
| -85% | -$1.6M | 0.12% | 110 |
|
|
2018
Q1 | $1.83M | Buy |
8,877
+7,859
| +772% | +$1.62M | 0.6% | 63 |
|
|
2017
Q4 | $212K | Buy |
+1,018
| New | +$212K | 0.09% | 114 |
|