SevenBridge Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150
| Closed | -$13K | – | 356 |
|
|
2019
Q2 | $13K | Hold |
150
| – | – | ﹤0.01% | 417 |
|
|
2019
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 377 |
|
|
2018
Q4 | $11K | Hold |
150
| – | – | 0.01% | 359 |
|
|
2018
Q3 | $14K | Hold |
150
| – | – | 0.01% | 377 |
|
|
2018
Q2 | $13K | Hold |
150
| – | – | 0.01% | 385 |
|
|
2018
Q1 | $13K | Hold |
150
| – | – | 0.01% | 395 |
|
|
2017
Q4 | $13K | Hold |
150
| – | – | 0.01% | 415 |
|
|
2017
Q3 | $13K | Hold |
150
| – | – | 0.01% | 416 |
|
|
2017
Q2 | $13K | Hold |
150
| – | – | 0.01% | 428 |
|
|
2017
Q1 | $12K | Hold |
150
| – | – | 0.01% | 417 |
|
|
2016
Q4 | $11K | Hold |
150
| – | – | 0.01% | 433 |
|
|
2016
Q3 | $11K | Hold |
150
| – | – | 0.01% | 428 |
|
|
2016
Q2 | $11K | Buy |
+150
| New | +$11K | 0.01% | 497 |
|