SHCM
Stokes & Hubbell Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $583K | Hold |
3,500
| – | – | 0.12% | 88 |
|
|
2018
Q4 | $514K | Hold |
3,500
| – | – | 0.12% | 83 |
|
|
2018
Q3 | $603K | Hold |
3,500
| – | – | 0.13% | 78 |
|
|
2018
Q2 | $568K | Hold |
3,500
| – | – | 0.13% | 80 |
|
|
2018
Q1 | $547K | Hold |
3,500
| – | – | 0.13% | 82 |
|
|
2017
Q4 | $554K | Hold |
3,500
| – | – | 0.13% | 80 |
|
|
2017
Q3 | $522K | Hold |
3,500
| – | – | 0.14% | 79 |
|
|
2017
Q2 | $504K | Hold |
3,500
| – | – | 0.15% | 73 |
|
|
2017
Q1 | $490K | Hold |
3,500
| – | – | 0.17% | 73 |
|
|
2016
Q4 | $465K | Hold |
3,500
| – | – | 0.18% | 71 |
|
|
2016
Q3 | $449K | Hold |
3,500
| – | – | 0.19% | 67 |
|
|
2016
Q2 | $434K | Hold |
3,500
| – | – | 0.19% | 68 |
|
|
2016
Q1 | $423K | Hold |
3,500
| – | – | 0.2% | 61 |
|
|
2015
Q4 | $421K | Hold |
3,500
| – | – | 0.23% | 59 |
|
|
2015
Q3 | $399K | Buy |
+3,500
| New | +$399K | 0.24% | 55 |
|