Kings Point Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $143K | Buy |
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|
2021
Q3 | $127K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $86K | Hold |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $76K | Buy |
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|
2018
Q4 | $57K | Hold |
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|
2018
Q3 | $67K | Sell |
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|
2018
Q2 | $100K | Buy |
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|
2018
Q1 | $41K | Buy |
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