Guidant Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$105K Hold
2019
Q2
$104K Buy
2019
Q1
$100K Buy
2018
Q4
$19K Buy
2017
Q3
Sell
2017
Q2
$19K Hold
2017
Q1
$18K Sell
2016
Q4
$80K Hold
2016
Q3
$75K Buy