United Bank (Virginia)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,800
| Closed | -$214K | – | 141 |
|
|
2020
Q2 | $214K | Buy |
+2,800
| New | +$214K | 0.04% | 128 |
|
|
2020
Q1 | – | Sell |
-3,153
| Closed | -$299K | – | 127 |
|
|
2019
Q4 | $299K | Hold |
3,153
| – | – | 0.05% | 117 |
|
|
2019
Q3 | $283K | Hold |
3,153
| – | – | 0.05% | 123 |
|
|
2019
Q2 | $281K | Hold |
3,153
| – | – | 0.05% | 121 |
|
|
2019
Q1 | $274K | Sell |
3,153
-217
| -6% | -$18.9K | 0.05% | 121 |
|
|
2018
Q4 | $257K | Hold |
3,370
| – | – | 0.05% | 135 |
|
|
2018
Q3 | $304K | Hold |
3,370
| – | – | 0.06% | 114 |
|
|
2018
Q2 | $298K | Sell |
3,370
-200
| -6% | -$17.7K | 0.07% | 108 |
|
|
2018
Q1 | $309K | Hold |
3,570
| – | – | 0.07% | 112 |
|
|
2017
Q4 | $318K | Buy |
+3,570
| New | +$318K | 0.08% | 114 |
|