Pinnacle Advisory Group’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
Q1 | $303K | Buy |
+1,276
| New | +$303K | 0.01% | 200 |
|
|
2018
Q4 | – | Sell |
-1,259
| Closed | -$217K | – | 161 |
|
|
2018
Q3 | $217K | Buy |
1,259
+17
| +1% | +$2.93K | 0.01% | 150 |
|
|
2018
Q2 | $202K | Buy |
+1,242
| New | +$202K | 0.01% | 138 |
|
|
2017
Q3 | – | Sell |
-1,399
| Closed | -$201K | – | 189 |
|
|
2017
Q2 | $201K | Buy |
+1,399
| New | +$201K | 0.01% | 180 |
|