Beam Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,062
| Closed | -$1.54M | – | 114 |
|
|
2021
Q3 | $1.54M | Sell |
10,062
-930
| -8% | -$142K | 1.32% | 19 |
|
|
2021
Q2 | $1.66M | Buy |
10,992
+1
| +0% | +$151 | 1.43% | 16 |
|
|
2021
Q1 | $1.48M | Buy |
10,991
+592
| +6% | +$79.7K | 1.32% | 18 |
|
|
2020
Q4 | $1.38M | Sell |
10,399
-112
| -1% | -$14.9K | 1.31% | 21 |
|
|
2020
Q3 | $1.28M | Buy |
10,511
+1
| +0% | +$121 | 1.19% | 22 |
|
|
2020
Q2 | $1.17M | Buy |
10,510
+1,152
| +12% | +$128K | 1.18% | 23 |
|
|
2020
Q1 | $788K | Sell |
9,358
-815
| -8% | -$68.6K | 0.78% | 38 |
|
|
2019
Q4 | $983K | Buy |
+10,173
| New | +$983K | 0.92% | 30 |
|