Personal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-50
| Closed | -$12K | – | 227 |
|
|
2021
Q2 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 255 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$9K | – | 319 |
|
|
2019
Q4 | $9K | Hold |
50
| – | – | ﹤0.01% | 241 |
|
|
2019
Q3 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 251 |
|
|
2019
Q1 | – | Sell |
-35,907
| Closed | -$4.72M | – | 65 |
|
|
2018
Q4 | $4.72M | Buy |
+35,907
| New | +$4.72M | 2.96% | 6 |
|