Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $193K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $186K | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $186K | Buy |
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|
2020
Q2 | $168K | Buy |
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|
2020
Q1 | $135K | Buy |
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|
2019
Q4 | $125K | Buy |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $105K | Hold |
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|
2018
Q4 | $92.6K | Buy |
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|
2018
Q3 | $60.3K | Hold |
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|
2018
Q2 | $56.8K | Hold |
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|
2018
Q1 | $54.7K | Hold |
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|
2017
Q4 | $55.4K | Sell |
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|
2017
Q3 | $74.6K | Hold |
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|
2017
Q2 | $72K | Hold |
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|
2017
Q1 | $70K | Hold |
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|
2016
Q4 | $66.5K | Sell |
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|
2016
Q3 | $72.4K | Hold |
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|
2016
Q2 | $70.1K | Hold |
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|
2016
Q1 | $68.3K | Buy |
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