JOYN Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-93
| Closed | -$13K | – | 743 |
|
|
2018
Q4 | $13K | Hold |
93
| – | – | ﹤0.01% | 855 |
|
|
2018
Q3 | $15K | Hold |
93
| – | – | ﹤0.01% | 797 |
|
|
2018
Q2 | $14K | Hold |
93
| – | – | ﹤0.01% | 784 |
|
|
2018
Q1 | $14K | Buy |
+93
| New | +$14K | ﹤0.01% | 732 |
|
|
2014
Q1 | – | Sell |
-18
| Closed | -$2K | – | 51 |
|
|
2013
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 50 |
|
|
2013
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 45 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 39 |
|