Johnson Financial Group LLC (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $973K | Sell |
6,229
-202
| -3% | -$31.6K | 0.8% | 9 |
|
|
2017
Q4 | $1.02M | Sell |
6,431
-98
| -2% | -$15.5K | 0.77% | 15 |
|
|
2017
Q3 | $974K | Sell |
6,529
-286
| -4% | -$42.7K | 0.81% | 10 |
|
|
2017
Q2 | $981K | Sell |
6,815
-1,451
| -18% | -$209K | 0.83% | 9 |
|
|
2017
Q1 | $1.16M | Hold |
8,266
| – | – | 1.32% | 8 |
|
|
2016
Q4 | $1.1M | Buy |
+8,266
| New | +$1.1M | 0.88% | 18 |
|