Money Concepts 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,041
| Closed | -$230K | – | 1737 |
|
|
2022
Q4 | $230K | Buy |
1,041
+708
| +213% | +$156K | 0.01% | 628 |
|
|
2022
Q3 | $69K | Hold |
333
| – | – | ﹤0.01% | 646 |
|
|
2022
Q2 | $73K | Sell |
333
-601
| -64% | -$132K | 0.01% | 635 |
|
|
2022
Q1 | $245K | Buy |
934
+601
| +180% | +$158K | 0.01% | 649 |
|
|
2021
Q4 | $92K | Buy |
+333
| New | +$92K | 0.01% | 559 |
|
|
2021
Q1 | $79K | Sell |
333
-67
| -17% | -$15.9K | 0.01% | 540 |
|
|
2020
Q4 | $89K | Buy |
+400
| New | +$89K | 0.01% | 476 |
|