55I LLC’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $961K | Sell |
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|
2021
Q1 | $894K | Buy |
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|
2020
Q4 | $756K | Sell |
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|
2020
Q3 | $668K | Sell |
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|
2020
Q2 | $897K | Buy |
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|
2020
Q1 | $608K | Buy |
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