Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.75M | Buy |
8,959
+34
| +0.4% | +$6.65K | 0.59% | 24 |
|
|
2020
Q2 | $1.61M | Buy |
8,925
+73
| +0.8% | +$13.1K | 0.59% | 28 |
|
|
2020
Q1 | $1.31M | Buy |
8,852
+8,700
| +5,724% | +$1.29M | 0.61% | 29 |
|
|
2019
Q4 | $29K | Hold |
152
| – | – | 0.01% | 430 |
|
|
2019
Q3 | $26K | Hold |
152
| – | – | 0.01% | 418 |
|
|
2019
Q2 | $26K | Hold |
152
| – | – | 0.01% | 423 |
|
|
2019
Q1 | $25K | Hold |
152
| – | – | 0.01% | 438 |
|
|
2018
Q4 | $22K | Hold |
152
| – | – | 0.01% | 422 |
|
|
2018
Q3 | $26K | Hold |
152
| – | – | 0.01% | 414 |
|
|
2018
Q2 | $25K | Hold |
152
| – | – | 0.01% | 422 |
|
|
2018
Q1 | $24K | Hold |
152
| – | – | 0.01% | 434 |
|
|
2017
Q4 | $24K | Hold |
152
| – | – | 0.01% | 423 |
|
|
2017
Q3 | $23K | Hold |
152
| – | – | 0.01% | 429 |
|
|
2017
Q2 | $22K | Buy |
+152
| New | +$22K | 0.01% | 417 |
|