Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $299K | Hold |
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|
2019
Q4 | $380K | Hold |
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|
2019
Q3 | $350K | Hold |
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|
2019
Q2 | $348K | Hold |
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|
2019
Q1 | $336K | Hold |
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|
2018
Q4 | $296K | Hold |
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|
2018
Q3 | $348K | Hold |
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|
2018
Q2 | $327K | Hold |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $366K | Hold |
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|
2017
Q3 | $345K | Sell |
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|
2017
Q2 | $386K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $356K | Hold |
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|
2016
Q3 | $343K | Hold |
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|
2016
Q2 | $332K | Hold |
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|
2016
Q1 | $324K | Hold |
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|
2015
Q4 | $322K | Buy |
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