Steel Grove Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,227
| Closed | -$232K | – | 195 |
|
|
2018
Q4 | $232K | Hold |
3,227
| – | – | 0.03% | 282 |
|
|
2018
Q3 | $276K | Hold |
3,227
| – | – | 0.04% | 261 |
|
|
2018
Q2 | $253K | Hold |
3,227
| – | – | 0.04% | 268 |
|
|
2018
Q1 | $238K | Hold |
3,227
| – | – | 0.04% | 273 |
|
|
2017
Q4 | $236K | Hold |
3,227
| – | – | 0.04% | 265 |
|
|
2017
Q3 | $219K | Hold |
3,227
| – | – | 0.04% | 262 |
|
|
2017
Q2 | $208K | Buy |
+3,227
| New | +$208K | 0.04% | 258 |
|