Baystate Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.03K | Hold |
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|
2023
Q3 | $3.62K | Hold |
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|
2023
Q2 | $3.73K | Hold |
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|
2023
Q1 | $3.41K | Hold |
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|
2022
Q4 | $3K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $394K | Hold |
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|
2015
Q1 | $391K | Hold |
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|
2014
Q4 | $394K | Hold |
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|
2014
Q3 | $376K | Hold |
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|
2014
Q2 | $373K | Hold |
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|
2014
Q1 | $355K | Hold |
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|
2013
Q4 | $351K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $305K | Buy |
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