Covenant Multifamily Offices’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-626
| Closed | -$95K | – | 200 |
|
2019
Q1 | $95K | Buy |
+626
| New | +$95K | 0.03% | 87 |
|
2015
Q1 | – | Sell |
-137
| Closed | -$13K | – | 25 |
|
2014
Q4 | $13K | Hold |
137
| – | – | 0.01% | 20 |
|
2014
Q3 | $13K | Hold |
137
| – | – | 0.01% | 22 |
|
2014
Q2 | $12K | Hold |
137
| – | – | 0.01% | 22 |
|
2014
Q1 | $12K | Sell |
137
-300
| -69% | -$26.3K | 0.01% | 18 |
|
2013
Q4 | $38K | Buy |
+437
| New | +$38K | 0.03% | 33 |
|