BAM
Baldrige Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $34K | Hold |
145
| – | – | 0.01% | 194 |
|
|
2022
Q4 | $32K | Hold |
145
| – | – | 0.01% | 194 |
|
|
2022
Q3 | $30K | Hold |
145
| – | – | 0.01% | 191 |
|
|
2022
Q2 | $32K | Buy |
145
+10
| +7% | +$2.21K | 0.01% | 189 |
|
|
2022
Q1 | $35K | Hold |
135
| – | – | 0.01% | 198 |
|
|
2021
Q4 | $37K | Hold |
135
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $34K | Hold |
135
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $35K | Buy |
+135
| New | +$35K | 0.02% | 190 |
|