Pinnacle Summer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $12K | Buy |
100
+50
| +100% | +$6K | ﹤0.01% | 533 |
|
|
2015
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 808 |
|
|
2015
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 592 |
|
|
2015
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 848 |
|
|
2014
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 868 |
|
|
2014
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 880 |
|
|
2014
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 818 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 773 |
|
|
2013
Q4 | $6K | Sell |
50
-1
| -2% | -$120 | ﹤0.01% | 783 |
|
|
2013
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 770 |
|
|
2013
Q2 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 702 |
|