Covenant Multifamily Offices’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-638
| Closed | -$100K | – | 198 |
|
|
2019
Q1 | $100K | Buy |
+638
| New | +$100K | 0.03% | 84 |
|
|
2015
Q4 | – | Sell |
-1,134
| Closed | -$121K | – | 33 |
|
|
2015
Q3 | $121K | Hold |
1,134
| – | – | 0.12% | 21 |
|
|
2015
Q2 | $132K | Hold |
1,134
| – | – | 0.13% | 15 |
|
|
2015
Q1 | $131K | Buy |
+1,134
| New | +$131K | 0.21% | 7 |
|