My Personal CFO LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$213K Buy
2022
Q3
$221K Sell
2022
Q2
$251K Hold
2022
Q1
$303K Sell
2021
Q4
$334K Buy