United Bank (West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $312K | Hold |
3,670
| – | – | 0.12% | 92 |
|
|
2017
Q2 | $309K | Buy |
3,670
+46
| +1% | +$3.87K | 0.13% | 89 |
|
|
2017
Q1 | $301K | Sell |
3,624
-300
| -8% | -$24.9K | 0.13% | 91 |
|
|
2016
Q4 | $316K | Hold |
3,924
| – | – | 0.14% | 86 |
|
|
2016
Q3 | $301K | Sell |
3,924
-70
| -2% | -$5.37K | 0.14% | 85 |
|
|
2016
Q2 | $297K | Sell |
3,994
-20
| -0.5% | -$1.49K | 0.14% | 82 |
|
|
2016
Q1 | $285K | Hold |
4,014
| – | – | 0.13% | 87 |
|
|
2015
Q4 | $276K | Sell |
4,014
-1,950
| -33% | -$134K | 0.13% | 80 |
|
|
2015
Q3 | $400K | Hold |
5,964
| – | – | 0.21% | 55 |
|
|
2015
Q2 | $440K | Buy |
5,964
+1,380
| +30% | +$102K | 0.19% | 59 |
|
|
2015
Q1 | $345K | Hold |
4,584
| – | – | 0.15% | 80 |
|
|
2014
Q4 | $338K | Hold |
4,584
| – | – | 0.13% | 79 |
|
|
2014
Q3 | $321K | Sell |
4,584
-156
| -3% | -$10.9K | 0.12% | 77 |
|
|
2014
Q2 | $344K | Hold |
4,740
| – | – | 0.13% | 76 |
|
|
2014
Q1 | $326K | Hold |
4,740
| – | – | 0.13% | 81 |
|
|
2013
Q4 | $311K | Hold |
4,740
| – | – | 0.12% | 88 |
|
|
2013
Q3 | $289K | Hold |
4,740
| – | – | 0.12% | 80 |
|
|
2013
Q2 | $275K | Buy |
+4,740
| New | +$275K | 0.12% | 79 |
|