Steel Grove Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,600
| Closed | -$428K | – | 123 |
|
|
2019
Q3 | $428K | Hold |
2,600
| – | – | 0.25% | 87 |
|
|
2019
Q2 | $423K | Hold |
2,600
| – | – | 0.26% | 84 |
|
|
2019
Q1 | $409K | Hold |
2,600
| – | – | 0.26% | 86 |
|
|
2018
Q4 | $361K | Hold |
2,600
| – | – | 0.05% | 229 |
|
|
2018
Q3 | $422K | Hold |
2,600
| – | – | 0.06% | 219 |
|
|
2018
Q2 | $395K | Buy |
+2,600
| New | +$395K | 0.06% | 212 |
|