Cumberland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7.97M | Sell |
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|
2019
Q4 | $10.5M | Sell |
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2019
Q3 | $10.1M | Sell |
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|
2019
Q2 | $10.4M | Sell |
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|
2019
Q1 | $10.1M | Sell |
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|
2018
Q4 | $17.7M | Buy |
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|
2018
Q3 | $10.8M | Buy |
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|
2018
Q2 | $7.88M | Buy |
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|
2018
Q1 | $5.41M | Sell |
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|
2017
Q4 | $5.94M | Buy |
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