OWD
Osborn Williams & Donohoe’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,523
| Closed | -$287K | – | 284 |
|
|
2019
Q4 | $287K | Hold |
1,523
| – | – | 0.03% | 273 |
|
|
2019
Q3 | $265K | Hold |
1,523
| – | – | 0.03% | 278 |
|
|
2019
Q2 | $263K | Hold |
1,523
| – | – | 0.03% | 286 |
|
|
2019
Q1 | $259K | Buy |
+1,523
| New | +$259K | 0.03% | 313 |
|