Laurel Wealth Advisors (California)’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
Q4 | $3.04M | Sell |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $4.06M | Sell |
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|
2021
Q4 | $4.91M | Buy |
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|
2021
Q3 | $4.42M | Sell |
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|
2021
Q2 | $4.61M | Buy |
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|
2021
Q1 | $4.18M | Buy |
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|
2020
Q4 | $3.75M | Sell |
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|
2020
Q3 | $3.57M | Buy |
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|
2020
Q2 | $3.04M | Buy |
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|
2020
Q1 | $2.44M | Buy |
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|
2019
Q4 | $3.07M | Sell |
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|
2019
Q3 | $2.84M | Buy |
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|
2019
Q2 | $2.56M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $86K | Buy |
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