Atlas Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-302
| Closed | -$67.7K | – | 955 |
|
|
2021
Q1 | $67.7K | Hold |
302
| – | – | 0.01% | 467 |
|
|
2020
Q4 | $64.1K | Buy |
+302
| New | +$64.1K | 0.01% | 448 |
|
|
2020
Q3 | – | Sell |
-302
| Closed | -$51.9K | – | 442 |
|
|
2020
Q2 | $51.9K | Hold |
302
| – | – | 0.01% | 471 |
|
|
2020
Q1 | $42.8K | Hold |
302
| – | – | 0.01% | 455 |
|
|
2019
Q4 | $54K | Hold |
302
| – | – | 0.01% | 459 |
|
|
2019
Q3 | $49.8K | Hold |
302
| – | – | 0.02% | 464 |
|
|
2019
Q2 | $49.2K | Buy |
+302
| New | +$49.2K | 0.02% | 479 |
|