SteelBridge Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $544K | Hold |
6,293
| – | – | 4.71% | 4 |
|
|
2017
Q4 | $561K | Hold |
6,293
| – | – | 4.73% | 7 |
|
|
2017
Q3 | $535K | Hold |
6,293
| – | – | 5.13% | 4 |
|
|
2017
Q2 | $529K | Hold |
6,293
| – | – | 0.74% | 30 |
|
|
2017
Q1 | $522K | Hold |
6,293
| – | – | 0.79% | 29 |
|
|
2016
Q4 | $515K | Buy |
6,293
+44
| +0.7% | +$3.6K | 0.81% | 27 |
|
|
2016
Q3 | $480K | Hold |
6,249
| – | – | 1.39% | 15 |
|
|
2016
Q2 | $476K | Hold |
6,249
| – | – | 1.44% | 15 |
|
|
2016
Q1 | $443K | Buy |
+6,249
| New | +$443K | 0.9% | 23 |
|