Regal Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $255K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $219K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.98M | Buy |
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|
2015
Q3 | $2.06M | Buy |
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|
2015
Q2 | $2.17M | Buy |
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|
2015
Q1 | $395K | Buy |
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|
2014
Q4 | $379K | Buy |
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|
2014
Q3 | $256K | Sell |
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|
2014
Q2 | $375K | Sell |
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|
2014
Q1 | $2.39M | Buy |
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|
2013
Q4 | $1.14M | Buy |
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|
2013
Q3 | $7K | Buy |
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