PP
Patten & Patten’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,279
| Closed | -$207K | – | 230 |
|
|
2018
Q3 | $207K | Buy |
+1,279
| New | +$207K | 0.02% | 231 |
|
|
2018
Q1 | – | Sell |
-1,379
| Closed | -$205K | – | 238 |
|
|
2017
Q4 | $205K | Buy |
+1,379
| New | +$205K | 0.02% | 233 |
|
|
2017
Q3 | – | Sell |
-1,479
| Closed | -$200K | – | 257 |
|
|
2017
Q2 | $200K | Sell |
1,479
-374
| -20% | -$50.6K | 0.02% | 243 |
|
|
2017
Q1 | $243K | Buy |
+1,853
| New | +$243K | 0.03% | 220 |
|