Camarda Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-119,637
| Closed | -$33.2M | – | 120 |
|
2021
Q4 | $33.2M | Buy |
+119,637
| New | +$33.2M | 18.79% | 1 |
|
2018
Q1 | – | Sell |
-44
| Closed | -$7K | – | 184 |
|
2017
Q4 | $7K | Buy |
+44
| New | +$7K | 0.01% | 162 |
|
2016
Q1 | – | Sell |
-1,782
| Closed | -$214K | – | 285 |
|
2015
Q4 | $214K | Sell |
1,782
-106
| -6% | -$12.7K | 0.13% | 95 |
|
2015
Q3 | $215K | Buy |
+1,888
| New | +$215K | 0.13% | 72 |
|