Heritage Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31
| Closed | -$9K | – | 548 |
|
|
2021
Q4 | $9K | Hold |
31
| – | – | ﹤0.01% | 459 |
|
|
2021
Q3 | $7.9K | Hold |
31
| – | – | ﹤0.01% | 446 |
|
|
2021
Q2 | $7.93K | Hold |
31
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $7.35K | Hold |
31
| – | – | ﹤0.01% | 476 |
|
|
2020
Q4 | $7K | Hold |
31
| – | – | ﹤0.01% | 477 |
|
|
2020
Q3 | $6.07K | Hold |
31
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $5.58K | Hold |
31
| – | – | ﹤0.01% | 404 |
|
|
2020
Q1 | $4.6K | Hold |
31
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $5.84K | Hold |
31
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 409 |
|