SIG
Stanford Investment Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-173
| Closed | -$12K | – | 365 |
|
2015
Q4 | $12K | Hold |
173
| – | – | 0.01% | 257 |
|
2015
Q3 | $12K | Buy |
173
+30
| +21% | +$2.08K | 0.01% | 262 |
|
2015
Q2 | $11K | Hold |
143
| – | – | 0.01% | 279 |
|
2015
Q1 | $11K | Hold |
143
| – | – | 0.01% | 278 |
|
2014
Q4 | $11K | Buy |
+143
| New | +$11K | 0.01% | 282 |
|