Column Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.49M | Hold |
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|
2023
Q2 | $1.54M | Sell |
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2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $286K | Buy |
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