PYA Waltman Capital’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-296
| Closed | -$62K | – | 125 |
|
2022
Q3 | $62K | Hold |
296
| – | – | 0.04% | 93 |
|
2022
Q2 | $65K | Hold |
296
| – | – | 0.04% | 97 |
|
2022
Q1 | $82K | Hold |
296
| – | – | 0.04% | 84 |
|
2021
Q4 | $90K | Buy |
+296
| New | +$90K | 0.05% | 76 |
|
2021
Q2 | – | Sell |
-296
| Closed | -$72K | – | 43 |
|
2021
Q1 | $72K | Buy |
+296
| New | +$72K | 0.04% | 40 |
|