PWM
ParenteBeard Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $10K | Sell |
739
-4,360
| -86% | -$59.1K | 0.12% | 56 |
|
|
2014
Q3 | $357K | Buy |
5,099
+156
| +3% | +$10.9K | 0.15% | 80 |
|
|
2014
Q2 | $359K | Buy |
4,943
+18
| +0.4% | +$1.31K | 0.16% | 73 |
|
|
2014
Q1 | $339K | Sell |
4,925
-442
| -8% | -$30.4K | 0.17% | 72 |
|
|
2013
Q4 | $353K | Buy |
5,367
+43
| +0.8% | +$2.83K | 0.14% | 87 |
|
|
2013
Q3 | $324K | Buy |
5,324
+24
| +0.5% | +$1.46K | 0.16% | 72 |
|
|
2013
Q2 | $307K | Buy |
+5,300
| New | +$307K | 0.14% | 74 |
|