Mosaic Family Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,008
| Closed | -$83K | – | 391 |
|
|
2019
Q1 | $83K | Hold |
1,008
| – | – | 0.03% | 262 |
|
|
2018
Q4 | $72K | Hold |
1,008
| – | – | 0.03% | 271 |
|
|
2018
Q3 | $78K | Hold |
1,008
| – | – | 0.03% | 264 |
|
|
2018
Q2 | $79K | Sell |
1,008
-1,196
| -54% | -$93.7K | 0.03% | 248 |
|
|
2018
Q1 | $163K | Buy |
2,204
+552
| +33% | +$40.8K | 0.06% | 180 |
|
|
2017
Q4 | $121K | Buy |
+1,652
| New | +$121K | 0.04% | 214 |
|