GYL Financial Synergies’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $413K | Hold |
2,944
| – | – | 0.03% | 258 |
|
|
2024
Q2 | $394K | Sell |
2,944
-197
| -6% | -$26.4K | 0.03% | 263 |
|
|
2024
Q1 | $399K | Sell |
3,141
-453
| -13% | -$57.6K | 0.03% | 267 |
|
|
2023
Q4 | $414K | Buy |
3,594
+141
| +4% | +$16.2K | 0.03% | 261 |
|
|
2023
Q3 | $357K | Hold |
3,453
| – | – | 0.03% | 266 |
|
|
2023
Q2 | $368K | Sell |
3,453
-3,331
| -49% | -$355K | 0.03% | 267 |
|
|
2023
Q1 | $660K | Sell |
6,784
-84,340
| -93% | -$8.21M | 0.08% | 165 |
|
|
2022
Q4 | $8.2M | Buy |
91,124
+87,175
| +2,208% | +$7.84M | 1.78% | 14 |
|
|
2022
Q3 | $335K | Buy |
+3,949
| New | +$335K | 0.09% | 143 |
|