Curi Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,760
| Closed | -$171K | – | 449 |
|
|
2022
Q2 | $171K | Sell |
2,760
-132
| -5% | -$8.18K | 0.03% | 132 |
|
|
2022
Q1 | $201K | Buy |
2,892
+13
| +0.5% | +$904 | 0.03% | 117 |
|
|
2021
Q4 | $201K | Buy |
+2,879
| New | +$201K | 0.03% | 110 |
|
|
2021
Q3 | – | Sell |
-3,217
| Closed | -$213K | – | 90 |
|
|
2021
Q2 | $213K | Buy |
+3,217
| New | +$213K | 0.11% | 87 |
|