Confluence Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $3.15M | Sell |
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|
2020
Q1 | $2.68M | Buy |
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|
2019
Q4 | $2.68M | Hold |
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|
2019
Q3 | $2.47M | Buy |
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|
2019
Q2 | $2.44M | Sell |
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|
2019
Q1 | $2.63M | Buy |
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|
2018
Q4 | $2.24M | Buy |
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|
2018
Q3 | $618K | Hold |
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|
2018
Q2 | $581K | Sell |
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|
2018
Q1 | $605K | Sell |
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|
2017
Q4 | $664K | Hold |
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|
2017
Q3 | $625K | Sell |
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|
2017
Q2 | $630K | Sell |
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|
2017
Q1 | $616K | Hold |
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|
2016
Q4 | $584K | Hold |
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|
2016
Q3 | $565K | Sell |
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|
2016
Q2 | $556K | Sell |
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|
2016
Q1 | $562K | Buy |
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|
2015
Q4 | $554K | Buy |
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|
2015
Q3 | $521K | Buy |
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|
2015
Q2 | $485K | Buy |
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|
2015
Q1 | $478K | Buy |
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|
2014
Q4 | $470K | Buy |
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|
2014
Q3 | $441K | Buy |
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|
2014
Q2 | $440K | Buy |
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|
2014
Q1 | $390K | Buy |
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