Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-65,890
| Closed | -$4.95M | – | 607 |
|
|
2019
Q4 | $4.95M | Sell |
65,890
-854
| -1% | -$64.2K | 0.53% | 36 |
|
|
2019
Q3 | $4.6M | Buy |
66,744
+9,937
| +17% | +$685K | 0.61% | 28 |
|
|
2019
Q2 | $3.87M | Buy |
56,807
+7,491
| +15% | +$510K | 0.5% | 34 |
|
|
2019
Q1 | $3.24M | Buy |
+49,316
| New | +$3.24M | 0.48% | 40 |
|