SPWA
SteelBridge Private Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,060
| Closed | -$2.17M | – | 50 |
|
|
2017
Q2 | $2.17M | Hold |
15,060
| – | – | 3.05% | 7 |
|
|
2017
Q1 | $2.11M | Hold |
15,060
| – | – | 3.2% | 7 |
|
|
2016
Q4 | $2.04M | Buy |
15,060
+8,600
| +133% | +$1.16M | 3.22% | 6 |
|
|
2016
Q3 | $828K | Hold |
6,460
| – | – | 2.4% | 7 |
|
|
2016
Q2 | $825K | Buy |
6,460
+4,320
| +202% | +$552K | 2.49% | 7 |
|
|
2016
Q1 | $259K | Buy |
+2,140
| New | +$259K | 0.53% | 37 |
|