Fortem Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-837
| Closed | -$209K | – | 182 |
|
|
2022
Q1 | $209K | Sell |
837
-30
| -3% | -$7.49K | 0.09% | 159 |
|
|
2021
Q4 | $229K | Hold |
867
| – | – | 0.1% | 156 |
|
|
2021
Q3 | $210K | Sell |
867
-52
| -6% | -$12.6K | 0.11% | 163 |
|
|
2021
Q2 | $222K | Sell |
919
-26
| -3% | -$6.28K | 0.11% | 154 |
|
|
2021
Q1 | $212K | Buy |
945
+171
| +22% | +$38.4K | 0.12% | 152 |
|
|
2020
Q4 | $164K | Buy |
+774
| New | +$164K | 0.1% | 160 |
|