Laffer Tengler Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-251
| Closed | -$68.7K | – | 461 |
|
|
2023
Q4 | $68.7K | Hold |
251
| – | – | 0.02% | 204 |
|
|
2023
Q3 | $61.5K | Hold |
251
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $63.9K | Hold |
251
| – | – | 0.02% | 288 |
|
|
2023
Q1 | $59.1K | Hold |
251
| – | – | 0.02% | 305 |
|
|
2022
Q4 | $55.4K | Buy |
+251
| New | +$55.4K | 0.02% | 302 |
|