Baystate Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $891K | Sell |
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|
2021
Q3 | $869K | Sell |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $909K | Sell |
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|
2020
Q4 | $916K | Sell |
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|
2020
Q3 | $877K | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $946K | Buy |
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|
2019
Q4 | $548K | Sell |
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|
2019
Q3 | $518K | Buy |
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|
2019
Q2 | $406K | Buy |
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|
2019
Q1 | $397K | Sell |
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|
2018
Q4 | $387K | Buy |
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