Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $657K | Hold |
2,975
| – | – | ﹤0.01% | 268 |
|
|
2022
Q3 | $616K | Buy |
2,975
+1,393
| +88% | +$288K | ﹤0.01% | 263 |
|
|
2022
Q2 | $344K | Hold |
1,582
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $415K | Sell |
1,582
-295
| -16% | -$77.4K | ﹤0.01% | 333 |
|
|
2021
Q4 | $521K | Buy |
1,877
+58
| +3% | +$16.1K | ﹤0.01% | 329 |
|
|
2021
Q3 | $464K | Buy |
1,819
+87
| +5% | +$22.2K | ﹤0.01% | 320 |
|
|
2021
Q2 | $443K | Sell |
1,732
-20
| -1% | -$5.12K | ﹤0.01% | 329 |
|
|
2021
Q1 | $416K | Buy |
1,752
+203
| +13% | +$48.2K | ﹤0.01% | 330 |
|
|
2020
Q4 | $346K | Buy |
1,549
+179
| +13% | +$40K | ﹤0.01% | 353 |
|
|
2020
Q3 | $268K | Hold |
1,370
| – | – | ﹤0.01% | 353 |
|
|
2020
Q2 | $247K | Buy |
+1,370
| New | +$247K | ﹤0.01% | 322 |
|