Colonial Trust Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$21.9K | – | 1052 |
|
|
2023
Q4 | $21.9K | Hold |
125
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $19.2K | Hold |
125
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $19.8K | Hold |
125
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $17.4K | Hold |
125
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $15.1K | Buy |
+125
| New | +$15.1K | ﹤0.01% | 458 |
|