Boys Arnold & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,399
| Closed | -$356K | – | 113 |
|
|
2020
Q1 | $356K | Sell |
2,399
-25
| -1% | -$3.71K | 0.06% | 188 |
|
|
2019
Q4 | $457K | Buy |
+2,424
| New | +$457K | 0.06% | 206 |
|
|
2019
Q1 | – | Sell |
-2,420
| Closed | -$352K | – | 271 |
|
|
2018
Q4 | $352K | Sell |
2,420
-425
| -15% | -$61.8K | 0.06% | 213 |
|
|
2018
Q3 | $491K | Hold |
2,845
| – | – | 0.07% | 200 |
|
|
2018
Q2 | $462K | Hold |
2,845
| – | – | 0.07% | 210 |
|
|
2018
Q1 | $450K | Buy |
2,845
+35
| +1% | +$5.54K | 0.07% | 213 |
|
|
2017
Q4 | $444K | Buy |
+2,810
| New | +$444K | 0.07% | 220 |
|