Red Door Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,104
| Closed | -$1.04M | – | 202 |
|
|
2023
Q2 | $1.04M | Buy |
+4,104
| New | +$1.04M | 0.23% | 75 |
|
|
2021
Q3 | – | Sell |
-131
| Closed | -$33K | – | 392 |
|
|
2021
Q2 | $33K | Buy |
+131
| New | +$33K | 0.01% | 297 |
|
|
2020
Q3 | – | Sell |
-196
| Closed | -$35K | – | 260 |
|
|
2020
Q2 | $35K | Hold |
196
| – | – | 0.03% | 210 |
|
|
2020
Q1 | $29K | Buy |
+196
| New | +$29K | 0.03% | 205 |
|