Marino Stram & Associates’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,371
| Closed | -$816K | – | 216 |
|
|
2021
Q2 | $816K | Buy |
+3,371
| New | +$816K | 0.21% | 89 |
|
|
2019
Q2 | – | Sell |
-104
| Closed | -$16K | – | 326 |
|
|
2019
Q1 | $16K | Hold |
104
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $14K | Sell |
104
-38
| -27% | -$5.12K | 0.01% | 244 |
|
|
2018
Q3 | $23K | Hold |
142
| – | – | 0.02% | 230 |
|
|
2018
Q2 | $22K | Hold |
142
| – | – | 0.02% | 236 |
|
|
2018
Q1 | $21K | Buy |
142
+1
| +0.7% | +$148 | 0.02% | 246 |
|
|
2017
Q4 | $21K | Buy |
+141
| New | +$21K | 0.02% | 249 |
|