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Baldwin Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Baldwin Wealth Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-90
Closed -$11K – 519
2016
Q4 		$11K Hold
90
– – ﹤0.01% 435
2016
Q3 		$11K Hold
90
– – ﹤0.01% 443
2016
Q2 		$11K Hold
90
– – ﹤0.01% 390
2016
Q1 		$10K Buy
+90
New +$10K ﹤0.01% 413