American Portfolios Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $33K | Hold |
571
| – | – | ﹤0.01% | 1940 |
|
|
2022
Q2 | $35.3K | Hold |
571
| – | – | ﹤0.01% | 1953 |
|
|
2022
Q1 | $39.8K | Hold |
571
| – | – | ﹤0.01% | 1999 |
|
|
2021
Q4 | $40K | Sell |
571
-4
| -0.7% | -$280 | ﹤0.01% | 1970 |
|
|
2021
Q3 | $37.7K | Hold |
575
| – | – | ﹤0.01% | 1930 |
|
|
2021
Q2 | $38.2K | Buy |
575
+567
| +7,088% | +$37.7K | ﹤0.01% | 1879 |
|
|
2021
Q1 | $510 | Hold |
8
| – | – | ﹤0.01% | 3203 |
|
|
2020
Q4 | $463 | Hold |
8
| – | – | ﹤0.01% | 2907 |
|
|
2020
Q3 | $409 | Hold |
8
| – | – | ﹤0.01% | 2855 |
|
|
2020
Q2 | $391 | Hold |
8
| – | – | ﹤0.01% | 2775 |
|
|
2020
Q1 | $353 | Sell |
8
-1,200
| -99% | -$53K | ﹤0.01% | 2684 |
|
|
2019
Q4 | $70.7K | Hold |
1,208
| – | – | 0.01% | 1216 |
|
|
2019
Q3 | $66.2K | Buy |
1,208
+1,200
| +15,000% | +$65.7K | 0.01% | 1165 |
|
|
2019
Q2 | $432 | Hold |
8
| – | – | ﹤0.01% | 2655 |
|
|
2019
Q1 | $420 | Hold |
8
| – | – | ﹤0.01% | 2538 |
|
|
2018
Q4 | $382 | Buy |
+8
| New | +$382 | ﹤0.01% | 2328 |
|