Alpha Omega Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-586
| Closed | -$95K | – | 390 |
|
|
2019
Q2 | $95K | Hold |
586
| – | – | 0.04% | 200 |
|
|
2019
Q1 | $92K | Sell |
586
-84
| -13% | -$13.2K | 0.04% | 196 |
|
|
2018
Q4 | $93K | Hold |
670
| – | – | 0.05% | 185 |
|
|
2018
Q3 | $108K | Hold |
670
| – | – | 0.05% | 175 |
|
|
2018
Q2 | $102K | Buy |
+670
| New | +$102K | 0.05% | 178 |
|