Steward Partners Investment Advisory’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,119
| Closed | -$72K | – | 2445 |
|
|
2017
Q4 | $72K | Buy |
1,119
+4
| +0.4% | +$257 | 0.01% | 714 |
|
|
2017
Q3 | $68K | Buy |
1,115
+3
| +0.3% | +$183 | 0.01% | 620 |
|
|
2017
Q2 | $66K | Buy |
1,112
+2
| +0.2% | +$119 | 0.01% | 559 |
|
|
2017
Q1 | $65K | Hold |
1,110
| – | – | 0.01% | 500 |
|
|
2016
Q4 | $63K | Buy |
+1,110
| New | +$63K | 0.03% | 298 |
|