Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $486K | Buy |
4,617
+1,418
| +44% | +$149K | ﹤0.01% | 306 |
|
|
2022
Q3 | $307K | Buy |
3,199
+22
| +0.7% | +$2.11K | ﹤0.01% | 355 |
|
|
2022
Q2 | $323K | Sell |
3,177
-141
| -4% | -$14.3K | ﹤0.01% | 337 |
|
|
2022
Q1 | $397K | Sell |
3,318
-920
| -22% | -$110K | ﹤0.01% | 340 |
|
|
2021
Q4 | $472K | Buy |
4,238
+645
| +18% | +$71.8K | ﹤0.01% | 343 |
|
|
2021
Q3 | $407K | Buy |
3,593
+494
| +16% | +$56K | ﹤0.01% | 342 |
|
|
2021
Q2 | $356K | Sell |
3,099
-362
| -10% | -$41.6K | ﹤0.01% | 365 |
|
|
2021
Q1 | $378K | Buy |
3,461
+771
| +29% | +$84.2K | ﹤0.01% | 350 |
|
|
2020
Q4 | $261K | Buy |
+2,690
| New | +$261K | ﹤0.01% | 400 |
|