PAG
Pinnacle Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $340K | Buy |
1,519
+10
| +0.7% | +$2.24K | 0.02% | 192 |
|
|
2020
Q4 | $320K | Hold |
1,509
| – | – | 0.02% | 157 |
|
|
2020
Q3 | $282K | Hold |
1,509
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $259K | Sell |
1,509
-75
| -5% | -$12.9K | 0.02% | 153 |
|
|
2020
Q1 | $224K | Hold |
1,584
| – | – | 0.02% | 145 |
|
|
2019
Q4 | $283K | Hold |
1,584
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $261K | Hold |
1,584
| – | – | 0.02% | 146 |
|
|
2019
Q2 | $258K | Hold |
1,584
| – | – | 0.02% | 151 |
|
|
2019
Q1 | $249K | Sell |
1,584
-66
| -4% | -$10.4K | 0.02% | 146 |
|
|
2018
Q4 | $229K | Hold |
1,650
| – | – | 0.02% | 142 |
|
|
2018
Q3 | $267K | Hold |
1,650
| – | – | 0.02% | 141 |
|
|
2018
Q2 | $251K | Hold |
1,650
| – | – | 0.02% | 122 |
|
|
2018
Q1 | $242K | Hold |
1,650
| – | – | 0.01% | 170 |
|
|
2017
Q4 | $245K | Hold |
1,650
| – | – | 0.01% | 184 |
|
|
2017
Q3 | $231K | Hold |
1,650
| – | – | 0.01% | 174 |
|
|
2017
Q2 | $223K | Sell |
1,650
-746
| -31% | -$101K | 0.01% | 174 |
|
|
2017
Q1 | $314K | Buy |
2,396
+746
| +45% | +$97.8K | 0.02% | 152 |
|
|
2016
Q4 | $205K | Buy |
+1,650
| New | +$205K | 0.01% | 184 |
|