Catawba Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $963K | Sell |
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2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.05M | Hold |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $1.01M | Sell |
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|
2016
Q2 | $976K | Sell |
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|
2016
Q1 | $955K | Hold |
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|
2015
Q4 | $950K | Hold |
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|
2015
Q3 | $900K | Hold |
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|
2015
Q2 | $979K | Sell |
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|
2015
Q1 | $981K | Buy |
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|
2014
Q4 | $920K | Sell |
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|
2014
Q3 | $925K | Sell |
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|
2014
Q2 | $957K | Buy |
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|
2014
Q1 | $884K | Buy |
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|
2013
Q4 | $742K | Buy |
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|
2013
Q3 | $659K | Buy |
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|
2013
Q2 | $455K | Buy |
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