Watermark Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $28K | Hold |
365
| – | – | 0.01% | 121 |
|
|
2018
Q3 | $33K | Hold |
365
| – | – | 0.01% | 115 |
|
|
2018
Q2 | $32K | Hold |
365
| – | – | 0.01% | 113 |
|
|
2018
Q1 | $32K | Hold |
365
| – | – | 0.01% | 118 |
|
|
2017
Q4 | $33K | Hold |
365
| – | – | 0.01% | 118 |
|
|
2017
Q3 | $31K | Hold |
365
| – | – | 0.01% | 119 |
|
|
2017
Q2 | $31K | Hold |
365
| – | – | 0.01% | 116 |
|
|
2017
Q1 | $30K | Buy |
+365
| New | +$30K | 0.01% | 116 |
|