Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-40
| Closed | -$6K | – | 197 |
|
|
2018
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 198 |
|
|
2018
Q3 | $7K | Sell |
40
-42
| -51% | -$7.35K | ﹤0.01% | 203 |
|
|
2018
Q2 | $13K | Hold |
82
| – | – | ﹤0.01% | 203 |
|
|
2018
Q1 | $13K | Hold |
82
| – | – | ﹤0.01% | 189 |
|
|
2017
Q4 | $13K | Hold |
82
| – | – | ﹤0.01% | 201 |
|
|
2017
Q3 | $12K | Hold |
82
| – | – | ﹤0.01% | 146 |
|
|
2017
Q2 | $12K | Sell |
82
-35
| -30% | -$5.12K | ﹤0.01% | 196 |
|
|
2017
Q1 | $16K | Hold |
117
| – | – | 0.01% | 182 |
|
|
2016
Q4 | $15K | Buy |
+117
| New | +$15K | 0.01% | 213 |
|