Messner & Smith Theme Value Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.13M | Sell |
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2017
Q3 | $1.1M | Sell |
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2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.26M | Hold |
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|
2016
Q4 | $1.22M | Sell |
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2016
Q3 | $1.24M | Sell |
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|
2016
Q2 | $2.02M | Hold |
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|
2016
Q1 | $1.93M | Buy |
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|
2015
Q4 | $1.63M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Sell |
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|
2014
Q4 | $616K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $456K | Sell |
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|
2013
Q4 | $791K | Buy |
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