Gradient Investments’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 |
-44
| Closed | -$9.26K | – | 1582 |
|
|
2022
Q4 | $9.26K | Hold |
44
| – | – | ﹤0.01% | 829 |
|
|
2022
Q3 | $9K | Buy |
+44
| New | +$9K | ﹤0.01% | 821 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$8K | – | 1297 |
|
|
2022
Q1 | $8K | Buy |
+31
| New | +$8K | ﹤0.01% | 821 |
|
|
2021
Q3 | – | Sell |
-24
| Closed | -$6K | – | 1196 |
|
|
2021
Q2 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 847 |
|
|
2018
Q4 | – | Sell |
-112
| Closed | -$18K | – | 1003 |
|
|
2018
Q3 | $18K | Sell |
112
-14
| -11% | -$2.25K | ﹤0.01% | 520 |
|
|
2018
Q2 | $19K | Sell |
126
-547
| -81% | -$82.5K | ﹤0.01% | 496 |
|
|
2018
Q1 | $99K | Buy |
673
+439
| +188% | +$64.6K | 0.01% | 276 |
|
|
2017
Q4 | $35K | Buy |
+234
| New | +$35K | ﹤0.01% | 398 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$7K | – | 469 |
|
|
2017
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 533 |
|
|
2016
Q1 | – | Sell |
-135
| Closed | -$15K | – | 763 |
|
|
2015
Q4 | $15K | Buy |
+135
| New | +$15K | ﹤0.01% | 356 |
|