Bogart Wealth LLC’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-103
| Closed | -$25.2K | – | 1101 |
|
|
2023
Q3 | $25.2K | Hold |
103
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $26.2K | Hold |
103
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $24.2K | Hold |
103
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $22.7K | Hold |
103
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $21K | Hold |
103
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $22K | Hold |
103
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $27K | Hold |
103
| – | – | ﹤0.01% | 339 |
|
|
2021
Q4 | $29K | Hold |
103
| – | – | ﹤0.01% | 324 |
|
|
2021
Q3 | $26K | Hold |
103
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $26K | Buy |
+103
| New | +$26K | ﹤0.01% | 310 |
|