Buckingham Capital Management (Ohio)’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-2,608
| Closed | -$302K | – | 172 |
|
2015
Q1 | $302K | Sell |
2,608
-506
| -16% | -$58.6K | 0.09% | 162 |
|
2014
Q4 | $357K | Sell |
3,114
-185
| -6% | -$21.2K | 0.11% | 146 |
|
2014
Q3 | $362K | Sell |
3,299
-725
| -18% | -$79.6K | 0.11% | 147 |
|
2014
Q2 | $443K | Sell |
4,024
-479
| -11% | -$52.7K | 0.14% | 139 |
|
2014
Q1 | $472K | Sell |
4,503
-1,015
| -18% | -$106K | 0.16% | 137 |
|
2013
Q4 | $569K | Sell |
5,518
-60
| -1% | -$6.19K | 0.2% | 123 |
|
2013
Q3 | $528K | Sell |
5,578
-1,685
| -23% | -$159K | 0.21% | 121 |
|
2013
Q2 | $653K | Buy |
+7,263
| New | +$653K | 0.27% | 107 |
|