Optimum Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25
| Closed | -$4K | – | 982 |
|
|
2018
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 930 |
|
|
2018
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 947 |
|
|
2015
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 839 |
|
|
2014
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 882 |
|
|
2014
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 800 |
|
|
2014
Q2 | $7K | Sell |
60
-55
| -48% | -$6.42K | ﹤0.01% | 816 |
|
|
2014
Q1 | $12K | Sell |
115
-51
| -31% | -$5.32K | ﹤0.01% | 574 |
|
|
2013
Q4 | $17K | Buy |
166
+51
| +44% | +$5.22K | 0.01% | 545 |
|
|
2013
Q3 | $11K | Buy |
+115
| New | +$11K | ﹤0.01% | 573 |
|