Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,435
| Closed | -$406K | – | 82 |
|
|
2019
Q1 | $406K | Sell |
2,435
-1,085
| -31% | -$181K | 0.36% | 50 |
|
|
2018
Q4 | $517K | Sell |
3,520
-660
| -16% | -$96.9K | 0.35% | 43 |
|
|
2018
Q3 | $720K | Buy |
4,180
+1,395
| +50% | +$240K | 0.38% | 39 |
|
|
2018
Q2 | $452K | Sell |
2,785
-3,500
| -56% | -$568K | 0.24% | 52 |
|
|
2018
Q1 | $983K | Buy |
6,285
+2,945
| +88% | +$461K | 0.56% | 31 |
|
|
2017
Q4 | $528K | Sell |
3,340
-195
| -6% | -$30.8K | 0.24% | 55 |
|
|
2017
Q3 | $528K | Buy |
3,535
+355
| +11% | +$53K | 0.25% | 52 |
|
|
2017
Q2 | $458K | Sell |
3,180
-2,870
| -47% | -$413K | 0.26% | 49 |
|
|
2017
Q1 | $846K | Buy |
6,050
+760
| +14% | +$106K | 0.52% | 39 |
|
|
2016
Q4 | $703K | Buy |
+5,290
| New | +$703K | 0.43% | 47 |
|