BPWA
Beacon Pointe Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $9.05M | Buy |
47,984
+249
| +0.5% | +$47K | 1.67% | 14 |
|
|
2019
Q3 | $8.29M | Sell |
47,735
-745
| -2% | -$129K | 1.75% | 13 |
|
|
2019
Q2 | $8.35M | Sell |
48,480
-159
| -0.3% | -$27.4K | 1.77% | 15 |
|
|
2019
Q1 | $8.11M | Sell |
48,639
-1,001
| -2% | -$167K | 1.85% | 14 |
|
|
2018
Q4 | $7.3M | Buy |
+49,640
| New | +$7.3M | 2.63% | 8 |
|