Fortitude Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,609
| Closed | -$379K | – | 218 |
|
|
2023
Q1 | $379K | Hold |
1,609
| – | – | 0.29% | 85 |
|
|
2022
Q4 | $355K | Buy |
1,609
+90
| +6% | +$19.9K | 0.3% | 90 |
|
|
2022
Q3 | $314K | Buy |
+1,519
| New | +$314K | 0.3% | 89 |
|
|
2022
Q2 | – | Sell |
-404
| Closed | -$106K | – | 734 |
|
|
2022
Q1 | $106K | Buy |
404
+344
| +573% | +$90.3K | 0.06% | 331 |
|
|
2021
Q4 | $17K | Buy |
+60
| New | +$17K | 0.01% | 876 |
|