Tradewinds Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38
| Closed | -$3.97K | – | 510 |
|
|
2023
Q3 | $3.97K | Buy |
+38
| New | +$3.97K | ﹤0.01% | 298 |
|
|
2019
Q1 | – | Sell |
-115
| Closed | -$9K | – | 623 |
|
|
2018
Q4 | $9K | Hold |
115
| – | – | ﹤0.01% | 400 |
|
|
2018
Q3 | $10K | Hold |
115
| – | – | ﹤0.01% | 414 |
|
|
2018
Q2 | $10K | Hold |
115
| – | – | ﹤0.01% | 416 |
|
|
2018
Q1 | $10K | Buy |
+115
| New | +$10K | ﹤0.01% | 399 |
|
|
2015
Q3 | – | Sell |
-279
| Closed | -$21K | – | 680 |
|
|
2015
Q2 | $21K | Buy |
+279
| New | +$21K | 0.01% | 315 |
|