FinTrust Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.3K | Hold |
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2024
Q2 | $16.4K | Hold |
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2024
Q1 | $15.9K | Hold |
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|
2023
Q4 | $14.5K | Sell |
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|
2023
Q3 | $21.8K | Hold |
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|
2023
Q2 | $19.6K | Hold |
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|
2023
Q1 | $19.6K | Hold |
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|
2022
Q4 | $19.6K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $134K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Buy |
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