Alpha Omega Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-230
| Closed | -$20K | – | 396 |
|
|
2019
Q2 | $20K | Hold |
230
| – | – | 0.01% | 363 |
|
|
2019
Q1 | $19K | Hold |
230
| – | – | 0.01% | 358 |
|
|
2018
Q4 | $17K | Hold |
230
| – | – | 0.01% | 316 |
|
|
2018
Q3 | $20K | Hold |
230
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $18K | Hold |
230
| – | – | 0.01% | 327 |
|
|
2018
Q1 | $17K | Hold |
230
| – | – | 0.01% | 304 |
|
|
2017
Q4 | $17K | Hold |
230
| – | – | 0.01% | 307 |
|
|
2017
Q3 | $16K | Hold |
230
| – | – | 0.01% | 315 |
|
|
2017
Q2 | $15K | Buy |
+230
| New | +$15K | 0.01% | 312 |
|