Baystate Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.03K | Hold |
35
| – | – | ﹤0.01% | 936 |
|
|
2023
Q3 | $3.62K | Hold |
35
| – | – | ﹤0.01% | 727 |
|
|
2023
Q2 | $3.73K | Hold |
35
| – | – | ﹤0.01% | 751 |
|
|
2023
Q1 | $3.41K | Hold |
35
| – | – | ﹤0.01% | 750 |
|
|
2022
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 741 |
|
|
2022
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 701 |
|
|
2022
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 717 |
|
|
2022
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 677 |
|
|
2021
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 675 |
|
|
2015
Q3 | – | Sell |
-8,353
| Closed | -$394K | – | 57 |
|
|
2015
Q2 | $394K | Hold |
8,353
| – | – | 0.11% | 35 |
|
|
2015
Q1 | $391K | Hold |
8,353
| – | – | 0.11% | 38 |
|
|
2014
Q4 | $394K | Hold |
8,353
| – | – | 0.13% | 39 |
|
|
2014
Q3 | $376K | Hold |
8,353
| – | – | 0.12% | 39 |
|
|
2014
Q2 | $373K | Hold |
8,353
| – | – | 0.12% | 36 |
|
|
2014
Q1 | $355K | Hold |
8,353
| – | – | 0.13% | 35 |
|
|
2013
Q4 | $351K | Buy |
+8,353
| New | +$351K | 0.15% | 31 |
|
|
2013
Q3 | – | Sell |
-8,353
| Closed | -$305K | – | 129 |
|
|
2013
Q2 | $305K | Buy |
+8,353
| New | +$305K | 0.15% | 34 |
|