Boston Private Bank & Trust’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-5,500
| Closed | -$606K | – | 1052 |
|
2014
Q2 | $606K | Hold |
5,500
| – | – | 0.03% | 273 |
|
2014
Q1 | $576K | Hold |
5,500
| – | – | 0.03% | 271 |
|
2013
Q4 | $567K | Hold |
5,500
| – | – | 0.03% | 274 |
|
2013
Q3 | $518K | Hold |
5,500
| – | – | 0.03% | 274 |
|
2013
Q2 | $495K | Buy |
+5,500
| New | +$495K | 0.03% | 272 |
|