Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,190
| Closed | -$381K | – | 298 |
|
|
2019
Q3 | $381K | Hold |
2,190
| – | – | 0.05% | 190 |
|
|
2019
Q2 | $377K | Hold |
2,190
| – | – | 0.05% | 190 |
|
|
2019
Q1 | $365K | Hold |
2,190
| – | – | 0.06% | 199 |
|
|
2018
Q4 | $322K | Hold |
2,190
| – | – | 0.06% | 198 |
|
|
2018
Q3 | $377K | Hold |
2,190
| – | – | 0.07% | 188 |
|
|
2018
Q2 | $355K | Buy |
+2,190
| New | +$355K | 0.09% | 156 |
|