Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14M | Sell |
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|
2022
Q1 | $17M | Hold |
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|
2021
Q4 | $18M | Hold |
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|
2021
Q3 | $16.5M | Sell |
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|
2021
Q2 | $16.6M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14.6M | Sell |
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|
2020
Q3 | $12.9M | Buy |
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|
2020
Q2 | $11.2M | Buy |
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|
2020
Q1 | $9.03M | Sell |
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|
2019
Q4 | $11.6M | Hold |
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|
2019
Q3 | $10.7M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8.86M | Buy |
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|
2018
Q3 | $736K | Hold |
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|
2018
Q2 | $693K | Hold |
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|
2018
Q1 | $668K | Hold |
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|
2017
Q4 | $676K | Hold |
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|
2017
Q3 | $638K | Hold |
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|
2017
Q2 | $615K | Hold |
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|
2017
Q1 | $598K | Hold |
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|
2016
Q4 | $568K | Hold |
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|
2016
Q3 | $547K | Hold |
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|
2016
Q2 | $530K | Hold |
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|
2016
Q1 | $516K | Sell |
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|
2015
Q4 | $614K | Buy |
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|
2015
Q3 | $486K | Hold |
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|
2015
Q2 | $530K | Hold |
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|
2015
Q1 | $536K | Hold |
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|
2014
Q4 | $525K | Hold |
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|
2014
Q3 | $518K | Hold |
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|
2014
Q2 | $503K | Hold |
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|
2014
Q1 | $480K | Hold |
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|
2013
Q4 | $473K | Hold |
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|
2013
Q3 | $432K | Hold |
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|
2013
Q2 | $412K | Buy |
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