Capital Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-135
| Closed | -$20K | – | 599 |
|
|
2020
Q1 | $20K | Hold |
135
| – | – | ﹤0.01% | 439 |
|
|
2019
Q4 | $25K | Hold |
135
| – | – | 0.01% | 430 |
|
|
2019
Q3 | $23K | Sell |
135
-9
| -6% | -$1.53K | 0.01% | 775 |
|
|
2019
Q2 | $25K | Buy |
144
+9
| +7% | +$1.56K | 0.01% | 726 |
|
|
2019
Q1 | $23K | Hold |
135
| – | – | 0.01% | 645 |
|
|
2018
Q4 | $20K | Buy |
+135
| New | +$20K | 0.01% | 643 |
|