Personal Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $657K | Hold |
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|
2022
Q3 | $616K | Buy |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $247K | Buy |
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