B. Riley Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,450
| Closed | -$63K | – | 464 |
|
|
2015
Q2 | $63K | Hold |
1,450
| – | – | 0.05% | 362 |
|
|
2015
Q1 | $62K | Hold |
1,450
| – | – | 0.05% | 376 |
|
|
2014
Q4 | $64K | Hold |
1,450
| – | – | 0.05% | 349 |
|
|
2014
Q3 | $61K | Hold |
1,450
| – | – | 0.05% | 373 |
|
|
2014
Q2 | $62K | Buy |
1,450
+200
| +16% | +$8.55K | 0.04% | 427 |
|
|
2014
Q1 | $51K | Buy |
+1,250
| New | +$51K | 0.04% | 434 |
|