HWP
Hefty Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-696
| Closed | -$110K | – | 262 |
|
|
2017
Q4 | $110K | Sell |
696
-139
| -17% | -$22K | 0.07% | 101 |
|
|
2017
Q3 | $125K | Sell |
835
-131
| -14% | -$19.6K | 0.08% | 89 |
|
|
2017
Q2 | $139K | Sell |
966
-6,066
| -86% | -$873K | 0.09% | 83 |
|
|
2017
Q1 | $983K | Sell |
7,032
-256
| -4% | -$35.8K | 0.72% | 54 |
|
|
2016
Q4 | $969K | Buy |
7,288
+1,839
| +34% | +$245K | 0.81% | 41 |
|
|
2016
Q3 | $698K | Buy |
5,449
+434
| +9% | +$55.6K | 0.53% | 61 |
|
|
2016
Q2 | $621K | Buy |
5,015
+2,295
| +84% | +$284K | 0.51% | 65 |
|
|
2016
Q1 | $328K | Buy |
+2,720
| New | +$328K | 0.31% | 79 |
|