Weaver Consulting Group’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
Q4 | – | Sell |
-248
| Closed | -$20K | – | 514 |
|
|
2020
Q3 | $20K | Hold |
248
| – | – | 0.01% | 398 |
|
|
2020
Q2 | $19K | Hold |
248
| – | – | 0.01% | 393 |
|
|
2020
Q1 | $16K | Buy |
248
+143
| +136% | +$9.23K | 0.01% | 360 |
|
|
2019
Q4 | $9K | Hold |
105
| – | – | ﹤0.01% | 516 |
|
|
2019
Q3 | $10K | Hold |
105
| – | – | 0.01% | 485 |
|
|
2019
Q2 | $9K | Hold |
105
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 970 |
|