Edge Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-411
| Closed | -$30K | – | 564 |
|
|
2017
Q4 | $30K | Hold |
411
| – | – | 0.01% | 269 |
|
|
2017
Q3 | $28K | Hold |
411
| – | – | 0.01% | 272 |
|
|
2017
Q2 | $27K | Hold |
411
| – | – | 0.01% | 265 |
|
|
2017
Q1 | $25K | Hold |
411
| – | – | 0.01% | 266 |
|
|
2016
Q4 | $23K | Hold |
411
| – | – | 0.01% | 261 |
|
|
2016
Q3 | $23K | Buy |
+411
| New | +$23K | 0.01% | 256 |
|