Shine Investment Advisory Services’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
Q3 | $99K | Sell |
528
-53
| -9% | -$9.94K | 0.03% | 193 |
|
|
2020
Q2 | $100K | Hold |
581
| – | – | 0.04% | 199 |
|
|
2020
Q1 | $82K | Sell |
581
-13
| -2% | -$1.84K | 0.04% | 208 |
|
|
2019
Q4 | $106K | Hold |
594
| – | – | 0.04% | 201 |
|
|
2019
Q3 | $98K | Hold |
594
| – | – | 0.05% | 185 |
|
|
2019
Q2 | $97K | Hold |
594
| – | – | 0.04% | 186 |
|
|
2019
Q1 | $93K | Sell |
594
-367
| -38% | -$57.5K | 0.04% | 202 |
|
|
2018
Q4 | $133K | Buy |
961
+745
| +345% | +$103K | 0.07% | 134 |
|
|
2018
Q3 | $35K | Hold |
216
| – | – | 0.02% | 363 |
|
|
2018
Q2 | $33K | Hold |
216
| – | – | 0.02% | 378 |
|
|
2018
Q1 | $32K | Hold |
216
| – | – | 0.02% | 382 |
|
|
2017
Q4 | $32K | Hold |
216
| – | – | 0.02% | 380 |
|
|
2017
Q3 | $30K | Sell |
216
-95
| -31% | -$13.2K | 0.02% | 386 |
|
|
2017
Q2 | $42K | Buy |
+311
| New | +$42K | 0.02% | 311 |
|