Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-215
| Closed | -$57K | – | 272 |
|
|
2021
Q4 | $57K | Buy |
215
+15
| +8% | +$3.98K | 0.01% | 167 |
|
|
2021
Q3 | $48K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2021
Q2 | $48K | Hold |
200
| – | – | 0.01% | 193 |
|
|
2021
Q1 | $45K | Hold |
200
| – | – | 0.01% | 196 |
|
|
2020
Q4 | $42K | Hold |
200
| – | – | 0.01% | 200 |
|
|
2020
Q3 | $37K | Buy |
+200
| New | +$37K | 0.01% | 225 |
|