Essex Savings Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-714
Closed -$123K 406
2019
Q2
$123K Hold
714
0.04% 308
2019
Q1
$119K Hold
714
0.07% 197
2018
Q4
$105K Buy
+714
New +$105K 0.07% 201