Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-36
| Closed | -$2K | – | 258 |
|
|
2015
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 504 |
|
|
2014
Q1 | – | Sell |
-75
| Closed | -$5K | – | 184 |
|
|
2013
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 373 |
|
|
2013
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 379 |
|
|
2013
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 362 |
|