Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,019
| Closed | -$374K | – | 112 |
|
|
2015
Q2 | $374K | Hold |
3,019
| – | – | 0.04% | 75 |
|
|
2015
Q1 | $374K | Hold |
3,019
| – | – | 0.04% | 78 |
|
|
2014
Q4 | $369K | Hold |
3,019
| – | – | 0.03% | 73 |
|
|
2014
Q3 | $353K | Hold |
3,019
| – | – | 0.04% | 71 |
|
|
2014
Q2 | $355K | Hold |
3,019
| – | – | 0.04% | 75 |
|
|
2014
Q1 | $339K | Hold |
3,019
| – | – | 0.04% | 71 |
|
|
2013
Q4 | $334K | Hold |
3,019
| – | – | 0.04% | 72 |
|
|
2013
Q3 | $305K | Hold |
3,019
| – | – | 0.04% | 79 |
|
|
2013
Q2 | $291K | Buy |
+3,019
| New | +$291K | 0.03% | 83 |
|