Private Capital Management (Florida)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-607
| Closed | -$198K | – | 127 |
|
|
2024
Q3 | $198K | Buy |
+607
| New | +$198K | 0.02% | 121 |
|
|
2024
Q1 | – | Sell |
-872
| Closed | -$239K | – | 134 |
|
|
2023
Q4 | $239K | Hold |
872
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $214K | Hold |
872
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $222K | Hold |
872
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $205K | Buy |
+872
| New | +$205K | 0.02% | 108 |
|