Regal Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-31
| Closed | -$4K | – | 155 |
|
|
2017
Q1 | $4K | Sell |
31
-1
| -3% | -$129 | ﹤0.01% | 136 |
|
|
2016
Q4 | $4K | Buy |
32
+1
| +3% | +$125 | ﹤0.01% | 143 |
|
|
2016
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 154 |
|
|
2016
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 162 |
|
|
2016
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 143 |
|
|
2015
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 137 |
|