Charter Oak Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-304
| Closed | -$63K | – | 512 |
|
|
2022
Q2 | $63K | Hold |
304
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $76K | Hold |
304
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $80K | Hold |
304
| – | – | 0.01% | 283 |
|
|
2021
Q3 | $73K | Hold |
304
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $74K | Hold |
304
| – | – | 0.01% | 273 |
|
|
2021
Q1 | $68K | Hold |
304
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $64K | Buy |
+304
| New | +$64K | 0.01% | 263 |
|