Omega Financial Group’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 |
-7,377
| Closed | -$554K | – | 59 |
|
|
2019
Q4 | $554K | Sell |
7,377
-37
| -0.5% | -$2.78K | 0.36% | 47 |
|
|
2019
Q3 | $511K | Sell |
7,414
-158
| -2% | -$10.9K | 0.36% | 48 |
|
|
2019
Q2 | $515K | Sell |
7,572
-98
| -1% | -$6.67K | 0.38% | 47 |
|
|
2019
Q1 | $503K | Sell |
7,670
-530
| -6% | -$34.8K | 0.37% | 49 |
|
|
2018
Q4 | $479K | Buy |
+8,200
| New | +$479K | 0.42% | 44 |
|