Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-215
| Closed | -$55K | – | 230 |
|
|
2021
Q2 | $55K | Buy |
+215
| New | +$55K | 0.02% | 151 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$66K | – | 323 |
|
|
2019
Q4 | $66K | Hold |
350
| – | – | 0.03% | 132 |
|
|
2019
Q3 | $61K | Hold |
350
| – | – | 0.03% | 134 |
|
|
2019
Q2 | $60K | Buy |
+350
| New | +$60K | 0.03% | 125 |
|