BDO Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $42.8K | Hold |
175
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $39.4K | Hold |
175
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $36.8K | Buy |
175
+66
| +61% | +$13.9K | ﹤0.01% | 463 |
|
|
2022
Q3 | $22K | Hold |
109
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $23K | Buy |
109
+1
| +0.9% | +$211 | ﹤0.01% | 529 |
|
|
2022
Q1 | $27K | Hold |
108
| – | – | ﹤0.01% | 543 |
|
|
2021
Q4 | $29K | Hold |
108
| – | – | ﹤0.01% | 551 |
|
|
2021
Q3 | $26K | Buy |
108
+1
| +0.9% | +$241 | ﹤0.01% | 557 |
|
|
2021
Q2 | $26K | Hold |
107
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $24K | Hold |
107
| – | – | ﹤0.01% | 583 |
|
|
2020
Q4 | $23K | Buy |
107
+1
| +0.9% | +$215 | ﹤0.01% | 445 |
|
|
2020
Q3 | $20K | Hold |
106
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $18K | Hold |
106
| – | – | ﹤0.01% | 444 |
|
|
2020
Q1 | $15K | Buy |
106
+1
| +1% | +$142 | ﹤0.01% | 493 |
|
|
2019
Q4 | $19K | Hold |
105
| – | – | ﹤0.01% | 391 |
|
|
2019
Q3 | $17K | Hold |
105
| – | – | ﹤0.01% | 408 |
|
|
2019
Q2 | $17K | Buy |
105
+15
| +17% | +$2.43K | ﹤0.01% | 398 |
|
|
2019
Q1 | $14K | Hold |
90
| – | – | ﹤0.01% | 396 |
|
|
2018
Q4 | $12K | Buy |
90
+40
| +80% | +$5.33K | ﹤0.01% | 389 |
|
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 476 |
|
|
2018
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 484 |
|
|
2018
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 420 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$7K | – | 501 |
|
|
2017
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 406 |
|