New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $329K | Hold |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $336K | Sell |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $331K | Buy |
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|
2018
Q3 | $387K | Buy |
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|
2018
Q2 | $365K | Hold |
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|
2018
Q1 | $351K | Buy |
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|
2017
Q4 | $355K | Buy |
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