Mosaic Family Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,858
| Closed | -$226K | – | 145 |
|
|
2019
Q4 | $226K | Hold |
3,858
| – | – | 0.09% | 137 |
|
|
2019
Q3 | $211K | Hold |
3,858
| – | – | 0.09% | 156 |
|
|
2019
Q2 | $208K | Hold |
3,858
| – | – | 0.09% | 161 |
|
|
2019
Q1 | $203K | Hold |
3,858
| – | – | 0.08% | 155 |
|
|
2018
Q4 | $184K | Hold |
3,858
| – | – | 0.08% | 155 |
|
|
2018
Q3 | $201K | Hold |
3,858
| – | – | 0.08% | 153 |
|
|
2018
Q2 | $196K | Hold |
3,858
| – | – | 0.07% | 167 |
|
|
2018
Q1 | $195K | Buy |
3,858
+857
| +29% | +$43.3K | 0.07% | 159 |
|
|
2017
Q4 | $157K | Buy |
+3,001
| New | +$157K | 0.06% | 192 |
|