Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,911
| Closed | -$547K | – | 319 |
|
|
2017
Q1 | $547K | Hold |
3,911
| – | – | 0.25% | 105 |
|
|
2016
Q4 | $520K | Sell |
3,911
-65
| -2% | -$8.64K | 0.24% | 111 |
|
|
2016
Q3 | $510K | Sell |
3,976
-36
| -0.9% | -$4.62K | 0.26% | 111 |
|
|
2016
Q2 | $498K | Hold |
4,012
| – | – | 0.26% | 101 |
|
|
2016
Q1 | $485K | Hold |
4,012
| – | – | 0.28% | 101 |
|
|
2015
Q4 | $483K | Buy |
+4,012
| New | +$483K | 0.24% | 99 |
|