Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $310K | Sell |
2,090
-70
| -3% | -$10.4K | 0.12% | 79 |
|
|
2019
Q4 | $407K | Hold |
2,160
| – | – | 0.14% | 82 |
|
|
2019
Q3 | $375K | Sell |
2,160
-47
| -2% | -$8.16K | 0.15% | 79 |
|
|
2019
Q2 | $380K | Buy |
2,207
+2
| +0.1% | +$344 | 0.17% | 74 |
|
|
2019
Q1 | $368K | Buy |
2,205
+2
| +0.1% | +$334 | 0.18% | 78 |
|
|
2018
Q4 | $324K | Buy |
2,203
+4
| +0.2% | +$588 | 0.18% | 72 |
|
|
2018
Q3 | $379K | Buy |
2,199
+2
| +0.1% | +$345 | 0.29% | 62 |
|
|
2018
Q2 | $356K | Hold |
2,197
| – | – | 0.32% | 59 |
|
|
2018
Q1 | $344K | Sell |
2,197
-189
| -8% | -$29.6K | 0.34% | 60 |
|
|
2017
Q4 | $377K | Buy |
+2,386
| New | +$377K | 0.42% | 46 |
|