Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-206
| Closed | -$52K | – | 646 |
|
|
2021
Q3 | $52K | Hold |
206
| – | – | 0.02% | 415 |
|
|
2021
Q2 | $53K | Hold |
206
| – | – | 0.02% | 307 |
|
|
2021
Q1 | $46K | Hold |
206
| – | – | 0.02% | 292 |
|
|
2020
Q4 | $46K | Hold |
206
| – | – | 0.02% | 289 |
|
|
2020
Q3 | $40K | Hold |
206
| – | – | 0.02% | 265 |
|
|
2020
Q2 | $37K | Hold |
206
| – | – | 0.03% | 265 |
|
|
2020
Q1 | $31K | Hold |
206
| – | – | 0.03% | 280 |
|
|
2019
Q4 | $39K | Hold |
206
| – | – | 0.03% | 297 |
|
|
2019
Q3 | $36K | Hold |
206
| – | – | 0.03% | 292 |
|
|
2019
Q2 | $36K | Buy |
206
+49
| +31% | +$8.56K | 0.03% | 303 |
|
|
2019
Q1 | $26K | Sell |
157
-29
| -16% | -$4.8K | 0.02% | 305 |
|
|
2018
Q4 | $27K | Buy |
+186
| New | +$27K | 0.02% | 282 |
|