Baystate Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12.8K | Sell |
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2023
Q3 | $13.8K | Hold |
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|
2023
Q2 | $14.3K | Hold |
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|
2023
Q1 | $13.2K | Hold |
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|
2022
Q4 | $12K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $39K | Sell |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $79K | Buy |
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