MPS Loria Financial Planners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-83
| Closed | -$20K | – | 341 |
|
|
2021
Q1 | $20K | Sell |
83
-8
| -9% | -$1.93K | 0.01% | 241 |
|
|
2020
Q4 | $22K | Hold |
91
| – | – | 0.01% | 230 |
|
|
2020
Q3 | $20K | Hold |
91
| – | – | 0.01% | 200 |
|
|
2020
Q2 | $17K | Buy |
+91
| New | +$17K | 0.01% | 209 |
|
|
2017
Q3 | – | Sell |
-741
| Closed | -$91K | – | 212 |
|
|
2017
Q2 | $91K | Buy |
+741
| New | +$91K | 0.06% | 118 |
|