Lenox Wealth Advisors’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 | $285K | Buy |
|
|||||
|
2021
Q4 | $145K | Sell |
|
|||||
|
2021
Q3 | $155K | Hold |
|
|||||
|
2021
Q2 | $155K | Sell |
|
|||||
|
2021
Q1 | $148K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $172K | Hold |
|
|||||
|
2018
Q4 | $152K | Sell |
|
|||||
|
2018
Q3 | $285K | Buy |
|
|||||
|
2018
Q2 | $166K | Hold |
|
|||||
|
2018
Q1 | $161K | Hold |
|
|||||
|
2017
Q4 | $163K | Hold |
|
|||||
|
2017
Q3 | $153K | Hold |
|
|||||
|
2017
Q2 | $148K | Hold |
|
|||||
|
2017
Q1 | $144K | Hold |
|
|||||
|
2016
Q4 | $136K | Hold |
|
|||||
|
2016
Q3 | $132K | Hold |
|
|||||
|
2016
Q2 | $128K | Hold |
|
|||||
|
2016
Q1 | $125K | Hold |
|
|||||
|
2015
Q4 | $124K | Hold |
|
|||||
|
2015
Q3 | $117K | Hold |
|
|||||
|
2015
Q2 | $127K | Hold |
|
|||||
|
2015
Q1 | $127K | Sell |
|
|||||
|
2014
Q4 | $196K | Buy |
|
|||||
|
2014
Q3 | $181K | Buy |
|