CWM
C2C Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,200
| Closed | -$536K | – | 156 |
|
|
2023
Q3 | $536K | Hold |
2,200
| – | – | 0.08% | 134 |
|
|
2023
Q2 | $572K | Hold |
2,200
| – | – | 0.08% | 138 |
|
|
2023
Q1 | $515K | Hold |
2,200
| – | – | 0.08% | 141 |
|
|
2022
Q4 | $497K | Sell |
2,200
-4,000
| -65% | -$904K | 0.09% | 104 |
|
|
2022
Q3 | $1.36M | Hold |
6,200
| – | – | 0.27% | 45 |
|
|
2022
Q2 | $1.41M | Hold |
6,200
| – | – | 0.26% | 46 |
|
|
2022
Q1 | $1.61M | Hold |
6,200
| – | – | 0.27% | 46 |
|
|
2021
Q4 | $1.72M | Buy |
+6,200
| New | +$1.72M | 0.25% | 46 |
|