Gill Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,165
| Closed | -$245K | – | 133 |
|
|
2022
Q4 | $245K | Buy |
1,165
+4
| +0.3% | +$842 | 0.12% | 95 |
|
|
2022
Q3 | $229K | Buy |
1,161
+19
| +2% | +$3.75K | 0.12% | 89 |
|
|
2022
Q2 | $286K | Hold |
1,142
| – | – | 0.13% | 92 |
|
|
2022
Q1 | $286K | Buy |
1,142
+4
| +0.4% | +$1K | 0.13% | 92 |
|
|
2021
Q4 | $301K | Buy |
1,138
+6
| +0.5% | +$1.59K | 0.13% | 91 |
|
|
2021
Q3 | $274K | Buy |
1,132
+4
| +0.4% | +$968 | 0.12% | 94 |
|
|
2021
Q2 | $273K | Buy |
1,128
+5
| +0.4% | +$1.21K | 0.13% | 94 |
|
|
2021
Q1 | $251K | Buy |
1,123
+25
| +2% | +$5.59K | 0.13% | 93 |
|
|
2020
Q4 | $232K | Buy |
1,098
+12
| +1% | +$2.54K | 0.14% | 90 |
|
|
2020
Q3 | $203K | Buy |
+1,086
| New | +$203K | 0.13% | 89 |
|