CAM
Costello Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-46
| Closed | -$13K | – | 252 |
|
|
2021
Q4 | $13K | Hold |
46
| – | – | 0.01% | 166 |
|
|
2021
Q3 | $12K | Hold |
46
| – | – | 0.01% | 170 |
|
|
2021
Q2 | $12K | Hold |
46
| – | – | 0.01% | 168 |
|
|
2021
Q1 | $11K | Hold |
46
| – | – | 0.01% | 187 |
|
|
2020
Q4 | $10K | Hold |
46
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $9K | Hold |
46
| – | – | 0.01% | 169 |
|
|
2020
Q2 | $8K | Buy |
+46
| New | +$8K | 0.01% | 167 |
|