Lenox Wealth Advisors’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
2019
Q2
Sell
-4
Closed -$1K 496
2019
Q1
$1K Hold
4
﹤0.01% 587
2018
Q4
$1K Hold
4
﹤0.01% 362
2018
Q3
$1K Hold
4
﹤0.01% 390
2018
Q2
$1K Buy
+4
New +$1K ﹤0.01% 517