HCIA
Hochman Cole Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $480K | Hold |
1,885
| – | – | 0.19% | 78 |
|
|
2021
Q2 | $482K | Hold |
1,885
| – | – | 0.19% | 79 |
|
|
2021
Q1 | $447K | Hold |
1,885
| – | – | 0.19% | 80 |
|
|
2020
Q4 | $421K | Hold |
1,885
| – | – | 0.18% | 80 |
|
|
2020
Q3 | $369K | Sell |
1,885
-132
| -7% | -$25.8K | 0.18% | 80 |
|
|
2020
Q2 | $363K | Hold |
2,017
| – | – | 0.2% | 78 |
|
|
2020
Q1 | $299K | Hold |
2,017
| – | – | 0.21% | 76 |
|
|
2019
Q4 | $380K | Hold |
2,017
| – | – | 0.21% | 79 |
|
|
2019
Q3 | $350K | Hold |
2,017
| – | – | 0.22% | 79 |
|
|
2019
Q2 | $348K | Hold |
2,017
| – | – | 0.21% | 83 |
|
|
2019
Q1 | $336K | Hold |
2,017
| – | – | 0.2% | 84 |
|
|
2018
Q4 | $296K | Hold |
2,017
| – | – | 0.2% | 85 |
|
|
2018
Q3 | $348K | Hold |
2,017
| – | – | 0.22% | 74 |
|
|
2018
Q2 | $327K | Hold |
2,017
| – | – | 0.22% | 73 |
|
|
2018
Q1 | $315K | Sell |
2,017
-296
| -13% | -$46.2K | 0.22% | 73 |
|
|
2017
Q4 | $366K | Hold |
2,313
| – | – | 0.23% | 64 |
|
|
2017
Q3 | $345K | Sell |
2,313
-366
| -14% | -$54.6K | 0.23% | 65 |
|
|
2017
Q2 | $386K | Buy |
+2,679
| New | +$386K | 0.27% | 61 |
|
|
2017
Q1 | – | Sell |
-2,679
| Closed | -$356K | – | 90 |
|
|
2016
Q4 | $356K | Hold |
2,679
| – | – | 0.26% | 58 |
|
|
2016
Q3 | $343K | Hold |
2,679
| – | – | 0.26% | 59 |
|
|
2016
Q2 | $332K | Hold |
2,679
| – | – | 0.27% | 57 |
|
|
2016
Q1 | $324K | Hold |
2,679
| – | – | 0.28% | 58 |
|
|
2015
Q4 | $322K | Buy |
+2,679
| New | +$322K | 0.27% | 57 |
|