Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.01M | Sell |
13,376
-285
| -2% | -$64.2K | 1.69% | 16 |
|
|
2022
Q4 | $2.88M | Sell |
13,661
-229
| -2% | -$48.2K | 1.53% | 18 |
|
|
2022
Q3 | $2.74M | Sell |
13,890
-214
| -2% | -$42.2K | 1.34% | 18 |
|
|
2022
Q2 | $2.93M | Sell |
14,104
-66
| -0.5% | -$13.7K | 1.14% | 17 |
|
|
2022
Q1 | $3.54M | Sell |
14,170
-102
| -0.7% | -$25.5K | 1.34% | 20 |
|
|
2021
Q4 | $3.77M | Sell |
14,272
-192
| -1% | -$50.8K | 1.53% | 17 |
|
|
2021
Q3 | $3.5M | Sell |
14,464
-44
| -0.3% | -$10.6K | 1.58% | 18 |
|
|
2021
Q2 | $3.51M | Sell |
14,508
-139
| -0.9% | -$33.6K | 1.7% | 16 |
|
|
2021
Q1 | $3.28M | Hold |
14,647
| – | – | 1.9% | 13 |
|
|
2020
Q4 | $3.1M | Buy |
+14,647
| New | +$3.1M | 1.97% | 16 |
|