CGH
Cleary Gull Holdings’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $27.8M | Sell |
243,837
-43,569
| -15% | -$4.97M | 18.84% | 2 |
|
|
2015
Q4 | $32.6M | Buy |
287,406
+15,836
| +6% | +$1.79M | 19.2% | 1 |
|
|
2015
Q3 | $29.1M | Buy |
271,570
+168,728
| +164% | +$18.1M | 21.74% | 2 |
|
|
2015
Q2 | $11.9M | Buy |
+102,842
| New | +$11.9M | 9.04% | 4 |
|