Cape Cod Five Cents Savings Bank’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $280K | Buy |
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|
2016
Q3 | $263K | Sell |
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|
2016
Q2 | $292K | Hold |
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|
2016
Q1 | $285K | Sell |
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|
2015
Q4 | $285K | Sell |
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|
2015
Q3 | $302K | Sell |
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|
2015
Q2 | $664K | Sell |
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|
2015
Q1 | $932K | Sell |
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|
2014
Q4 | $1.47M | Sell |
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|
2014
Q3 | $4.3M | Buy |
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|
2014
Q2 | $3.28M | Buy |
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|
2014
Q1 | $2.35M | Buy |
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|
2013
Q4 | $1.57M | Buy |
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|
2013
Q3 | $633K | Buy |
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|
2013
Q2 | $276K | Buy |
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