Kistler-Tiffany Companies’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $25.4K | Hold |
100
| – | – | ﹤0.01% | 588 |
|
2023
Q1 | $23.5K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
2022
Q4 | $22.1K | Sell |
100
-138
| -58% | -$30.5K | ﹤0.01% | 526 |
|
2022
Q3 | $49K | Hold |
238
| – | – | 0.01% | 379 |
|
2022
Q2 | $52K | Hold |
238
| – | – | 0.01% | 371 |
|
2022
Q1 | $62K | Hold |
238
| – | – | 0.01% | 366 |
|
2021
Q4 | $66K | Hold |
238
| – | – | 0.01% | 345 |
|
2021
Q3 | $61K | Sell |
238
-236
| -50% | -$60.5K | 0.01% | 346 |
|
2021
Q2 | $121K | Hold |
474
| – | – | 0.03% | 247 |
|
2021
Q1 | $112K | Hold |
474
| – | – | 0.03% | 232 |
|
2020
Q4 | $106K | Hold |
474
| – | – | 0.03% | 222 |
|
2020
Q3 | $93K | Buy |
474
+100
| +27% | +$19.6K | 0.03% | 220 |
|
2020
Q2 | $67K | Hold |
374
| – | – | 0.02% | 236 |
|
2020
Q1 | $70K | Hold |
374
| – | – | 0.02% | 226 |
|
2019
Q4 | $70K | Hold |
374
| – | – | 0.02% | 230 |
|
2019
Q3 | $65K | Hold |
374
| – | – | 0.02% | 231 |
|
2019
Q2 | $64K | Hold |
374
| – | – | 0.02% | 237 |
|
2019
Q1 | $62K | Hold |
374
| – | – | 0.03% | 229 |
|
2018
Q4 | $55K | Hold |
374
| – | – | 0.03% | 220 |
|
2018
Q3 | $64K | Hold |
374
| – | – | 0.03% | 224 |
|
2018
Q2 | $61K | Hold |
374
| – | – | 0.03% | 227 |
|
2018
Q1 | $58K | Hold |
374
| – | – | 0.02% | 249 |
|
2017
Q4 | $59K | Hold |
374
| – | – | 0.02% | 261 |
|
2017
Q3 | $56K | Hold |
374
| – | – | 0.02% | 258 |
|
2017
Q2 | $54K | Hold |
374
| – | – | 0.02% | 251 |
|
2017
Q1 | $52K | Hold |
374
| – | – | 0.02% | 247 |
|
2016
Q4 | $50K | Hold |
374
| – | – | 0.02% | 251 |
|
2016
Q3 | $48K | Hold |
374
| – | – | 0.02% | 259 |
|
2016
Q2 | $46K | Hold |
374
| – | – | 0.02% | 261 |
|
2016
Q1 | $45K | Hold |
374
| – | – | 0.03% | 257 |
|
2015
Q4 | $45K | Hold |
374
| – | – | 0.02% | 264 |
|
2015
Q3 | $43K | Hold |
374
| – | – | 0.03% | 265 |
|
2015
Q2 | $46K | Hold |
374
| – | – | 0.03% | 265 |
|
2015
Q1 | $46K | Hold |
374
| – | – | 0.03% | 243 |
|
2014
Q4 | $46K | Hold |
374
| – | – | 0.03% | 247 |
|
2014
Q3 | $44K | Hold |
374
| – | – | 0.03% | 248 |
|
2014
Q2 | $44K | Hold |
374
| – | – | 0.03% | 248 |
|
2014
Q1 | $42K | Hold |
374
| – | – | 0.03% | 249 |
|
2013
Q4 | $41K | Hold |
374
| – | – | 0.03% | 255 |
|
2013
Q3 | $38K | Hold |
374
| – | – | 0.03% | 261 |
|
2013
Q2 | $36K | Buy |
+374
| New | +$36K | 0.03% | 252 |
|