YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-80
| Closed | -$7K | – | 414 |
|
|
2019
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 626 |
|
|
2019
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $6K | Buy |
80
+40
| +100% | +$3K | ﹤0.01% | 617 |
|
|
2018
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 669 |
|
|
2018
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 702 |
|
|
2018
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 723 |
|
|
2017
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 755 |
|
|
2017
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 741 |
|
|
2017
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 741 |
|
|
2017
Q1 | $3K | Sell |
40
-125
| -76% | -$9.38K | ﹤0.01% | 729 |
|
|
2016
Q4 | $13K | Buy |
+165
| New | +$13K | 0.01% | 530 |
|