Stokes & Hubbell Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$583K Hold
2018
Q4
$514K Hold
2018
Q3
$603K Hold
2018
Q2
$568K Hold
2018
Q1
$547K Hold
2017
Q4
$554K Hold
2017
Q3
$522K Hold
2017
Q2
$504K Hold
2017
Q1
$490K Hold
2016
Q4
$465K Hold
2016
Q3
$449K Hold
2016
Q2
$434K Hold
2016
Q1
$423K Hold
2015
Q4
$421K Hold
2015
Q3
$399K Buy