KJWM
Kiley Juergens Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,181
| Closed | -$203K | – | 350 |
|
|
2018
Q3 | $203K | Hold |
1,181
| – | – | 0.15% | 98 |
|
|
2018
Q2 | $191K | Buy |
+1,181
| New | +$191K | 0.17% | 82 |
|
|
2018
Q1 | – | Sell |
-1,501
| Closed | -$237K | – | 347 |
|
|
2017
Q4 | $237K | Buy |
+1,501
| New | +$237K | 0.21% | 70 |
|