1834 Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$18K | – | 442 |
|
|
2020
Q2 | $18K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
|
2020
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2019
Q4 | $19K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2019
Q3 | $17K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
|
2019
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 345 |
|
|
2019
Q1 | $17K | Hold |
100
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2018
Q3 | $17K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
|
2018
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 346 |
|
|
2018
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2017
Q4 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 379 |
|