MSI Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $32K | Buy |
622
+63
| +11% | +$3.24K | ﹤0.01% | 2128 |
|
|
2016
Q3 | $28K | Buy |
559
+3
| +0.5% | +$150 | ﹤0.01% | 2172 |
|
|
2016
Q2 | $27K | Buy |
556
+218
| +64% | +$10.6K | ﹤0.01% | 2165 |
|
|
2016
Q1 | $16K | Hold |
338
| – | – | ﹤0.01% | 2445 |
|
|
2015
Q4 | $16K | Hold |
338
| – | – | ﹤0.01% | 2442 |
|
|
2015
Q3 | $15K | Sell |
338
-1,295
| -79% | -$57.5K | ﹤0.01% | 1862 |
|
|
2015
Q2 | $77K | Sell |
1,633
-2,959
| -64% | -$140K | 0.01% | 1101 |
|
|
2015
Q1 | $215K | Buy |
4,592
+1,613
| +54% | +$75.5K | 0.02% | 710 |
|
|
2014
Q4 | $141K | Hold |
2,979
| – | – | 0.02% | 683 |
|
|
2014
Q3 | $134K | Buy |
2,979
+767
| +35% | +$34.5K | 0.02% | 710 |
|
|
2014
Q2 | $99K | Buy |
2,212
+225
| +11% | +$10.1K | 0.01% | 814 |
|
|
2014
Q1 | $84K | Buy |
1,987
+300
| +18% | +$12.7K | 0.01% | 823 |
|
|
2013
Q4 | $71K | Buy |
1,687
+386
| +30% | +$16.2K | 0.01% | 867 |
|
|
2013
Q3 | $50K | Buy |
+1,301
| New | +$50K | 0.01% | 870 |
|