Focused Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10
| Closed | -$1.07K | – | 1021 |
|
|
2023
Q2 | $1.07K | Hold |
10
| – | – | ﹤0.01% | 823 |
|
|
2023
Q1 | $973 | Hold |
10
| – | – | ﹤0.01% | 840 |
|
|
2022
Q4 | $900 | Hold |
10
| – | – | ﹤0.01% | 846 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 820 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 793 |
|
|
2022
Q1 | $1K | Buy |
10
+6
| +150% | +$600 | ﹤0.01% | 844 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 981 |
|