San Francisco Sentry Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$28K | – | 767 |
|
|
2020
Q1 | $28K | Hold |
200
| – | – | 0.02% | 349 |
|
|
2019
Q4 | $36K | Hold |
200
| – | – | 0.02% | 408 |
|
|
2019
Q3 | $33K | Hold |
200
| – | – | 0.02% | 414 |
|
|
2019
Q2 | $33K | Hold |
200
| – | – | 0.02% | 415 |
|
|
2019
Q1 | $31K | Hold |
200
| – | – | 0.01% | 436 |
|
|
2018
Q4 | $28K | Sell |
200
-80
| -29% | -$11.2K | 0.01% | 425 |
|
|
2018
Q3 | $45K | Buy |
+280
| New | +$45K | 0.02% | 398 |
|