JA
JOYN Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-582
| Closed | -$86K | – | 749 |
|
|
2018
Q4 | $86K | Hold |
582
| – | – | 0.02% | 223 |
|
|
2018
Q3 | $100K | Sell |
582
-28
| -5% | -$4.81K | 0.02% | 219 |
|
|
2018
Q2 | $99K | Buy |
610
+582
| +2,079% | +$94.5K | 0.02% | 222 |
|
|
2018
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 905 |
|
|
2014
Q2 | – | Sell |
-222
| Closed | -$25K | – | 40 |
|
|
2014
Q1 | $25K | Buy |
+222
| New | +$25K | 0.01% | 32 |
|