MJP
Michael J. Puzo’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,705
| Closed | -$438K | – | 93 |
|
|
2015
Q3 | $438K | Sell |
4,705
-755
| -14% | -$70.3K | 0.31% | 61 |
|
|
2015
Q2 | $541K | Hold |
5,460
| – | – | 0.35% | 61 |
|
|
2015
Q1 | $540K | Hold |
5,460
| – | – | 0.34% | 61 |
|
|
2014
Q4 | $522K | Sell |
5,460
-140
| -3% | -$13.4K | 0.34% | 61 |
|
|
2014
Q3 | $513K | Sell |
5,600
-600
| -10% | -$55K | 0.35% | 59 |
|
|
2014
Q2 | $564K | Sell |
6,200
-514
| -8% | -$46.8K | 0.39% | 56 |
|
|
2014
Q1 | $581K | Hold |
6,714
| – | – | 0.42% | 57 |
|
|
2013
Q4 | $577K | Buy |
6,714
+3,955
| +143% | +$340K | 0.42% | 56 |
|
|
2013
Q3 | $216K | Hold |
2,759
| – | – | 0.18% | 70 |
|
|
2013
Q2 | $201K | Buy |
+2,759
| New | +$201K | 0.18% | 74 |
|