Sowell Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,278
| Closed | -$2.32M | – | 547 |
|
|
2024
Q1 | $2.32M | Sell |
18,278
-4,125
| -18% | -$524K | 0.11% | 194 |
|
|
2023
Q4 | $2.58M | Buy |
+22,403
| New | +$2.58M | 0.14% | 168 |
|
|
2021
Q2 | – | Sell |
-1,301
| Closed | -$130K | – | 1630 |
|
|
2021
Q1 | $130K | Sell |
1,301
-1,184
| -48% | -$118K | ﹤0.01% | 1254 |
|
|
2020
Q4 | $224K | Sell |
2,485
-2,318
| -48% | -$209K | 0.01% | 801 |
|
|
2020
Q3 | $390K | Sell |
4,803
-672
| -12% | -$54.6K | 0.02% | 529 |
|
|
2020
Q2 | $405K | Sell |
5,475
-751
| -12% | -$55.6K | 0.02% | 510 |
|
|
2020
Q1 | $383K | Buy |
+6,226
| New | +$383K | 0.03% | 474 |
|