Gradient Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,579
| Closed | -$563K | – | 90 |
|
|
2019
Q1 | $563K | Hold |
3,579
| – | – | 0.45% | 48 |
|
|
2018
Q4 | $496K | Hold |
3,579
| – | – | 0.43% | 51 |
|
|
2018
Q3 | $579K | Buy |
3,579
+419
| +13% | +$67.8K | 0.49% | 46 |
|
|
2018
Q2 | $480K | Hold |
3,160
| – | – | 0.45% | 50 |
|
|
2018
Q1 | $464K | Hold |
3,160
| – | – | 0.46% | 45 |
|
|
2017
Q4 | $470K | Buy |
+3,160
| New | +$470K | 0.48% | 42 |
|