Shine Investment Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $99K | Sell |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $82K | Sell |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $97K | Hold |
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|
2019
Q1 | $93K | Sell |
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|
2018
Q4 | $133K | Buy |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $32K | Hold |
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|
2017
Q4 | $32K | Hold |
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|
2017
Q3 | $30K | Sell |
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|
2017
Q2 | $42K | Buy |
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