Mountain Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,723
| Closed | -$1.52M | – | 48 |
|
|
2019
Q3 | $1.52M | Hold |
8,723
| – | – | 1.34% | 13 |
|
|
2019
Q2 | $1.5M | Hold |
8,723
| – | – | 1.41% | 13 |
|
|
2019
Q1 | $1.45M | Hold |
8,723
| – | – | 1.56% | 12 |
|
|
2018
Q4 | $1.28M | Hold |
8,723
| – | – | 1.78% | 10 |
|
|
2018
Q3 | $1.5M | Hold |
8,723
| – | – | 1.45% | 12 |
|
|
2018
Q2 | $1.42M | Hold |
8,723
| – | – | 1.38% | 12 |
|
|
2018
Q1 | $1.36M | Hold |
8,723
| – | – | 1.48% | 12 |
|
|
2017
Q4 | $1.38M | Hold |
8,723
| – | – | 1.33% | 15 |
|
|
2017
Q3 | $1.3M | Hold |
8,723
| – | – | 1.16% | 13 |
|
|
2017
Q2 | $1.26M | Buy |
+8,723
| New | +$1.26M | 1.23% | 9 |
|