MPCL
My Personal CFO LLC’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-964
| Closed | -$213K | – | 445 |
|
|
2022
Q4 | $213K | Buy |
964
+963
| +96,300% | +$213K | 0.2% | 66 |
|
|
2022
Q3 | $221K | Sell |
1
-1,153
| -100% | -$255M | 0.34% | 54 |
|
|
2022
Q2 | $251K | Hold |
1,154
| – | – | 0.32% | 50 |
|
|
2022
Q1 | $303K | Sell |
1,154
-50
| -4% | -$13.1K | 0.31% | 46 |
|
|
2021
Q4 | $334K | Buy |
+1,204
| New | +$334K | 0.29% | 48 |
|