Fortis Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13
| Closed | -$2K | – | 352 |
|
|
2019
Q4 | $2K | Buy |
13
+12
| +1,200% | +$1.85K | ﹤0.01% | 298 |
|
|
2019
Q3 | $0 | Sell |
1
-12
| -92% | – | ﹤0.01% | 329 |
|
|
2019
Q2 | $2K | Sell |
13
-714
| -98% | -$110K | ﹤0.01% | 320 |
|
|
2019
Q1 | $110K | Hold |
727
| – | – | 0.06% | 165 |
|
|
2018
Q4 | $95K | Hold |
727
| – | – | 0.06% | 171 |
|
|
2018
Q3 | $113K | Sell |
727
-121
| -14% | -$18.8K | 0.06% | 140 |
|
|
2018
Q2 | $121K | Buy |
848
+727
| +601% | +$104K | 0.07% | 132 |
|
|
2018
Q1 | $16K | Hold |
121
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $16K | Sell |
121
-80
| -40% | -$10.6K | 0.01% | 211 |
|
|
2017
Q3 | $25K | Buy |
+201
| New | +$25K | 0.02% | 193 |
|