EverSource Wealth Advisors’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
2023
Q1
Sell
-148
Closed -$32.7K 2461
2022
Q4
$32.7K Hold
148
﹤0.01% 924
2022
Q3
$31K Buy
+148
New +$31K 0.01% 755