Prio Wealth Limited Partnership’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $479K | Hold |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $381K | Hold |
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $415K | Hold |
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|
2021
Q3 | $379K | Hold |
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|
2021
Q2 | $380K | Hold |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $202K | Buy |
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