Arcus Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-413
| Closed | -$87K | – | 225 |
|
|
2022
Q4 | $87K | Buy |
+413
| New | +$87K | 0.03% | 146 |
|
|
2019
Q3 | – | Sell |
-1,218
| Closed | -$198K | – | 113 |
|
|
2019
Q2 | $198K | Sell |
1,218
-388
| -24% | -$63.1K | 0.07% | 92 |
|
|
2019
Q1 | $253K | Sell |
1,606
-1,934
| -55% | -$305K | 0.1% | 83 |
|
|
2018
Q4 | $491K | Sell |
3,540
-645
| -15% | -$89.5K | 0.29% | 59 |
|
|
2018
Q3 | $677K | Buy |
+4,185
| New | +$677K | 0.32% | 52 |
|