Signet Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-330
| Closed | -$92K | – | 766 |
|
|
2021
Q4 | $92K | Buy |
+330
| New | +$92K | 0.01% | 339 |
|
|
2018
Q4 | – | Sell |
-697
| Closed | -$120K | – | 522 |
|
|
2018
Q3 | $120K | Hold |
697
| – | – | 0.02% | 288 |
|
|
2018
Q2 | $113K | Hold |
697
| – | – | 0.02% | 297 |
|
|
2018
Q1 | $109K | Buy |
+697
| New | +$109K | 0.02% | 276 |
|
|
2015
Q2 | – | Sell |
-2,188
| Closed | -$271K | – | 197 |
|
|
2015
Q1 | $271K | Buy |
+2,188
| New | +$271K | 0.08% | 142 |
|