Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2
| Closed | – | – | 812 |
|
|
2020
Q2 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 792 |
|
|
2020
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 848 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 819 |
|
|
2018
Q2 | – | Sell |
-59
| Closed | -$5K | – | 775 |
|
|
2018
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 663 |
|
|
2017
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $5K | Sell |
59
-58
| -50% | -$4.92K | ﹤0.01% | 697 |
|
|
2017
Q2 | $10K | Hold |
117
| – | – | ﹤0.01% | 576 |
|
|
2017
Q1 | $10K | Hold |
117
| – | – | ﹤0.01% | 597 |
|
|
2016
Q4 | $9K | Buy |
+117
| New | +$9K | ﹤0.01% | 576 |
|
|
2016
Q3 | – | Sell |
-319
| Closed | -$24K | – | 752 |
|
|
2016
Q2 | $24K | Sell |
319
-272
| -46% | -$20.5K | ﹤0.01% | 436 |
|
|
2016
Q1 | $42K | Buy |
+591
| New | +$42K | 0.01% | 386 |
|