Placemark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.83M | Buy |
23,144
+11,041
| +91% | +$1.35M | 0.05% | 454 |
|
|
2014
Q3 | $1.41M | Sell |
12,103
-42
| -0.3% | -$4.9K | 0.03% | 703 |
|
|
2014
Q2 | $1.43M | Buy |
12,145
+1,561
| +15% | +$184K | 0.03% | 695 |
|
|
2014
Q1 | $1.19M | Sell |
10,584
-6,835
| -39% | -$767K | 0.02% | 744 |
|
|
2013
Q4 | $1.93M | Sell |
17,419
-22,853
| -57% | -$2.53M | 0.03% | 576 |
|
|
2013
Q3 | $4.08M | Sell |
40,272
-3,418
| -8% | -$346K | 0.08% | 312 |
|
|
2013
Q2 | $4.21M | Buy |
+43,690
| New | +$4.21M | 0.09% | 267 |
|