MFG
Magnus Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22,758
| Closed | -$4.82M | – | 292 |
|
|
2020
Q4 | $4.82M | Buy |
22,758
+6,600
| +41% | +$1.4M | 0.48% | 24 |
|
|
2020
Q3 | $3.02M | Hold |
16,158
| – | – | 0.35% | 28 |
|
|
2020
Q2 | $2.77M | Sell |
16,158
-388,860
| -96% | -$66.8M | 0.31% | 28 |
|
|
2020
Q1 | $57.3M | Buy |
405,018
+388,880
| +2,410% | +$55M | 7.81% | 2 |
|
|
2019
Q4 | $2.88M | Hold |
16,138
| – | – | 0.41% | 33 |
|
|
2019
Q3 | $2.66M | Hold |
16,138
| – | – | 0.5% | 26 |
|
|
2019
Q2 | $2.63M | Sell |
16,138
-3,130
| -16% | -$510K | 0.51% | 27 |
|
|
2019
Q1 | $3.03M | Sell |
19,268
-162
| -0.8% | -$25.5K | 0.62% | 22 |
|
|
2018
Q4 | $2.7M | Buy |
+19,430
| New | +$2.7M | 0.72% | 21 |
|