PagnatoKarp Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,332
| Closed | -$238K | – | 176 |
|
|
2019
Q4 | $238K | Hold |
1,332
| – | – | 0.04% | 167 |
|
|
2019
Q3 | $219K | Hold |
1,332
| – | – | 0.04% | 171 |
|
|
2019
Q2 | $217K | Hold |
1,332
| – | – | 0.05% | 168 |
|
|
2019
Q1 | $210K | Buy |
+1,332
| New | +$210K | 0.05% | 159 |
|
|
2018
Q4 | – | Sell |
-1,332
| Closed | -$216K | – | 168 |
|
|
2018
Q3 | $216K | Hold |
1,332
| – | – | 0.06% | 143 |
|
|
2018
Q2 | $202K | Buy |
+1,332
| New | +$202K | 0.06% | 140 |
|