American Portfolios Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $17.2K | Buy |
203
+25
| +14% | +$2.12K | ﹤0.01% | 2263 |
|
2022
Q2 | $16K | Sell |
178
-50
| -22% | -$4.49K | ﹤0.01% | 2343 |
|
2022
Q1 | $24.6K | Sell |
228
-83
| -27% | -$8.97K | ﹤0.01% | 2258 |
|
2021
Q4 | $35.4K | Hold |
311
| – | – | ﹤0.01% | 2035 |
|
2021
Q3 | $32K | Hold |
311
| – | – | ﹤0.01% | 2019 |
|
2021
Q2 | $32K | Hold |
311
| – | – | ﹤0.01% | 1971 |
|
2021
Q1 | $29.5K | Buy |
311
+50
| +19% | +$4.74K | ﹤0.01% | 1856 |
|
2020
Q4 | $23.6K | Hold |
261
| – | – | ﹤0.01% | 1742 |
|
2020
Q3 | $21.2K | Hold |
261
| – | – | ﹤0.01% | 1675 |
|
2020
Q2 | $19.3K | Hold |
261
| – | – | ﹤0.01% | 1653 |
|
2020
Q1 | $16.1K | Hold |
261
| – | – | ﹤0.01% | 1610 |
|
2019
Q4 | $19.6K | Hold |
261
| – | – | ﹤0.01% | 1728 |
|
2019
Q3 | $18K | Sell |
261
-25
| -9% | -$1.72K | ﹤0.01% | 1711 |
|
2019
Q2 | $19.5K | Hold |
286
| – | – | ﹤0.01% | 1670 |
|
2019
Q1 | $18.8K | Hold |
286
| – | – | ﹤0.01% | 1604 |
|
2018
Q4 | $16.7K | Buy |
286
+102
| +55% | +$5.96K | ﹤0.01% | 1444 |
|
2018
Q3 | $12.4K | Hold |
184
| – | – | ﹤0.01% | 1668 |
|
2018
Q2 | $11.6K | Hold |
184
| – | – | ﹤0.01% | 1671 |
|
2018
Q1 | $11.2K | Hold |
184
| – | – | ﹤0.01% | 1600 |
|
2017
Q4 | $11.3K | Buy |
+184
| New | +$11.3K | ﹤0.01% | 1528 |
|