PPWM
PFG Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16
| Closed | -$2.12K | – | 247 |
|
|
2024
Q3 | $2.12K | Buy |
+16
| New | +$2.12K | ﹤0.01% | 203 |
|
|
2023
Q3 | – | Sell |
-214
| Closed | -$23.5K | – | 313 |
|
|
2023
Q2 | $23.5K | Buy |
214
+35
| +20% | +$3.84K | 0.01% | 174 |
|
|
2023
Q1 | $19K | Buy |
179
+112
| +167% | +$11.9K | 0.01% | 179 |
|
|
2022
Q4 | $7K | Hold |
67
| – | – | ﹤0.01% | 202 |
|
|
2022
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 206 |
|
|
2022
Q2 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 210 |
|