Atlas Private Wealth Management’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 |
-450
| Closed | -$101K | – | 241 |
|
|
2021
Q1 | $101K | Sell |
450
-450
| -50% | -$101K | 0.06% | 150 |
|
|
2020
Q4 | $191K | Hold |
900
| – | – | 0.14% | 117 |
|
|
2020
Q3 | $168K | Hold |
900
| – | – | 0.13% | 117 |
|
|
2020
Q2 | $155K | Hold |
900
| – | – | 0.12% | 120 |
|
|
2020
Q1 | $127K | Hold |
900
| – | – | 0.12% | 131 |
|
|
2019
Q4 | $161K | Buy |
+900
| New | +$161K | 0.12% | 136 |
|