KAH
Kathryn A. Hall’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-42,003
| Closed | -$5.58M | – | 12 |
|
|
2015
Q2 | $5.58M | Hold |
42,003
| – | – | 2.89% | 4 |
|
|
2015
Q1 | $5.57M | Hold |
42,003
| – | – | 1.93% | 6 |
|
|
2014
Q4 | $5.49M | Hold |
42,003
| – | – | 1.53% | 7 |
|
|
2014
Q3 | $4.91M | Buy |
+42,003
| New | +$4.91M | 1.27% | 8 |
|