Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1
| Closed | – | – | 617 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 614 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 600 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 553 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 554 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 654 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 568 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 532 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 548 |
|
|
2014
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 489 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 507 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 509 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 507 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 471 |
|