Nelson Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-976
| Closed | -$212K | – | 98 |
|
|
2020
Q3 | $212K | Buy |
+976
| New | +$212K | 0.04% | 95 |
|
|
2019
Q4 | – | Sell |
-976
| Closed | -$155K | – | 197 |
|
|
2019
Q3 | $155K | Sell |
976
-599
| -38% | -$95.1K | 0.04% | 100 |
|
|
2019
Q2 | $247K | Buy |
+1,575
| New | +$247K | 0.06% | 87 |
|
|
2019
Q1 | – | Sell |
-1,575
| Closed | -$206K | – | 318 |
|
|
2018
Q4 | $206K | Buy |
+1,575
| New | +$206K | 0.06% | 90 |
|