Laurel Wealth Advisors (California)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $203K | Sell |
1,686
-480
| -22% | -$57.8K | 0.02% | 636 |
|
|
2022
Q3 | $259K | Sell |
2,166
-104
| -5% | -$12.4K | 0.03% | 528 |
|
|
2022
Q2 | $284K | Sell |
2,270
-126
| -5% | -$15.8K | 0.03% | 510 |
|
|
2022
Q1 | $380K | Buy |
2,396
+31
| +1% | +$4.92K | 0.03% | 507 |
|
|
2021
Q4 | $410K | Buy |
+2,365
| New | +$410K | 0.03% | 520 |
|
|
2021
Q3 | – | Sell |
-1,984
| Closed | -$299K | – | 484 |
|
|
2021
Q2 | $299K | Buy |
1,984
+158
| +9% | +$23.8K | 0.04% | 400 |
|
|
2021
Q1 | $246K | Buy |
1,826
+50
| +3% | +$6.74K | 0.04% | 397 |
|
|
2020
Q4 | $236K | Buy |
1,776
+3
| +0.2% | +$399 | 0.03% | 390 |
|
|
2020
Q3 | $215K | Buy |
+1,773
| New | +$215K | 0.04% | 376 |
|