Pinnacle Summer Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $9K | Sell |
86
-5,335
| -98% | -$558K | ﹤0.01% | 568 |
|
|
2015
Q3 | $505K | Buy |
5,421
+5,320
| +5,267% | +$496K | 0.09% | 181 |
|
|
2015
Q2 | $10K | Sell |
101
-5,219
| -98% | -$517K | ﹤0.01% | 539 |
|
|
2015
Q1 | $526K | Hold |
5,320
| – | – | 0.07% | 196 |
|
|
2014
Q4 | $509K | Hold |
5,320
| – | – | 0.06% | 198 |
|
|
2014
Q3 | $487K | Hold |
5,320
| – | – | 0.05% | 216 |
|
|
2014
Q2 | $484K | Hold |
5,320
| – | – | 0.06% | 201 |
|
|
2014
Q1 | $461K | Sell |
5,320
-100
| -2% | -$8.67K | 0.06% | 173 |
|
|
2013
Q4 | $466K | Hold |
5,420
| – | – | 0.06% | 165 |
|
|
2013
Q3 | $424K | Hold |
5,420
| – | – | 0.08% | 156 |
|
|
2013
Q2 | $394K | Buy |
+5,420
| New | +$394K | 0.1% | 153 |
|