Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,200
| Closed | -$65K | – | 211 |
|
|
2016
Q2 | $65K | Hold |
1,200
| – | – | 0.02% | 76 |
|
|
2016
Q1 | $64K | Hold |
1,200
| – | – | 0.02% | 75 |
|
|
2015
Q4 | $64K | Hold |
1,200
| – | – | 0.02% | 71 |
|
|
2015
Q3 | $59K | Hold |
1,200
| – | – | 0.02% | 70 |
|
|
2015
Q2 | $63K | Hold |
1,200
| – | – | 0.03% | 57 |
|
|
2015
Q1 | $62K | Buy |
+1,200
| New | +$62K | 0.03% | 70 |
|