LFA
Lighthouse Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $252K | Hold |
1,063
| – | – | 0.08% | 94 |
|
|
2020
Q4 | $237K | Sell |
1,063
-115
| -10% | -$25.6K | 0.08% | 98 |
|
|
2020
Q3 | $230K | Buy |
1,178
+4
| +0.3% | +$781 | 0.09% | 96 |
|
|
2020
Q2 | $211K | Buy |
+1,174
| New | +$211K | 0.09% | 98 |
|
|
2020
Q1 | – | Sell |
-1,373
| Closed | -$258K | – | 172 |
|
|
2019
Q4 | $258K | Buy |
+1,373
| New | +$258K | 0.12% | 70 |
|