First Western Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,736
| Closed | -$423K | – | 102 |
|
|
2015
Q4 | $423K | Buy |
3,736
+801
| +27% | +$90.7K | 0.13% | 98 |
|
|
2015
Q3 | $314K | Hold |
2,935
| – | – | 0.1% | 100 |
|
|
2015
Q2 | $341K | Sell |
2,935
-340
| -10% | -$39.5K | 0.11% | 104 |
|
|
2015
Q1 | $379K | Hold |
3,275
| – | – | 0.11% | 109 |
|
|
2014
Q4 | $375K | Hold |
3,275
| – | – | 0.11% | 113 |
|
|
2014
Q3 | $360K | Buy |
+3,275
| New | +$360K | 0.11% | 122 |
|