Peachtree Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-63
Closed -$8K 181
2015
Q2
$8K Hold
63
0.01% 259
2015
Q1
$8K Sell
63
-100
-61% -$12.7K 0.01% 271
2014
Q4
$20K Hold
163
0.01% 260
2014
Q3
$19K Buy
+163
New +$19K 0.01% 270