Colonial Trust Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-222
| Closed | -$15.6K | – | 1051 |
|
|
2023
Q4 | $15.6K | Hold |
222
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $14.5K | Hold |
222
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $15K | Hold |
222
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $14.5K | Hold |
222
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $14.4K | Buy |
+222
| New | +$14.4K | ﹤0.01% | 463 |
|