GWA
Guidant Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $105K | Hold |
604
| – | – | 0.04% | 138 |
|
|
2019
Q2 | $104K | Buy |
604
+2
| +0.3% | +$344 | 0.04% | 141 |
|
|
2019
Q1 | $100K | Buy |
602
+467
| +346% | +$77.6K | 0.04% | 144 |
|
|
2018
Q4 | $19K | Buy |
+135
| New | +$19K | 0.01% | 171 |
|
|
2017
Q3 | – | Sell |
-135
| Closed | -$19K | – | 213 |
|
|
2017
Q2 | $19K | Hold |
135
| – | – | 0.01% | 158 |
|
|
2017
Q1 | $18K | Sell |
135
-456
| -77% | -$60.8K | 0.01% | 141 |
|
|
2016
Q4 | $80K | Hold |
591
| – | – | 0.05% | 84 |
|
|
2016
Q3 | $75K | Buy |
+591
| New | +$75K | 0.05% | 85 |
|