Pinnacle Summer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,100
| Closed | -$118K | – | 899 |
|
|
2015
Q3 | $118K | Buy |
+1,100
| New | +$118K | 0.02% | 355 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$127K | – | 843 |
|
|
2015
Q1 | $127K | Hold |
1,100
| – | – | 0.02% | 359 |
|
|
2014
Q4 | $126K | Hold |
1,100
| – | – | 0.02% | 375 |
|
|
2014
Q3 | $121K | Hold |
1,100
| – | – | 0.01% | 392 |
|
|
2014
Q2 | $121K | Hold |
1,100
| – | – | 0.01% | 365 |
|
|
2014
Q1 | $116K | Hold |
1,100
| – | – | 0.01% | 337 |
|
|
2013
Q4 | $113K | Hold |
1,100
| – | – | 0.02% | 336 |
|
|
2013
Q3 | $104K | Hold |
1,100
| – | – | 0.02% | 322 |
|
|
2013
Q2 | $99K | Buy |
+1,100
| New | +$99K | 0.02% | 282 |
|