Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27
| Closed | -$6.36K | – | 905 |
|
|
2023
Q1 | $6.36K | Hold |
27
| – | – | ﹤0.01% | 779 |
|
|
2022
Q4 | $5.96K | Hold |
27
| – | – | ﹤0.01% | 773 |
|
|
2022
Q3 | $5.59K | Hold |
27
| – | – | ﹤0.01% | 766 |
|
|
2022
Q2 | $5.87K | Hold |
27
| – | – | ﹤0.01% | 832 |
|
|
2022
Q1 | $7.08K | Hold |
27
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $7.49K | Hold |
27
| – | – | ﹤0.01% | 753 |
|
|
2021
Q3 | $6.88K | Hold |
27
| – | – | ﹤0.01% | 772 |
|
|
2021
Q2 | $6.91K | Hold |
27
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $6.41K | Hold |
27
| – | – | ﹤0.01% | 735 |
|
|
2020
Q4 | $6.04K | Buy |
+27
| New | +$6.04K | ﹤0.01% | 619 |
|
|
2020
Q3 | – | Sell |
-27
| Closed | -$4.86K | – | 445 |
|
|
2020
Q2 | $4.86K | Hold |
27
| – | – | ﹤0.01% | 643 |
|
|
2020
Q1 | $4.01K | Hold |
27
| – | – | ﹤0.01% | 628 |
|
|
2019
Q4 | $5.09K | Hold |
27
| – | – | ﹤0.01% | 609 |
|
|
2019
Q3 | $4.69K | Hold |
27
| – | – | ﹤0.01% | 610 |
|
|
2019
Q2 | $4.65K | Buy |
+27
| New | +$4.65K | ﹤0.01% | 628 |
|