Ten Capital Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37
| Closed | -$8.33K | – | 372 |
|
|
2023
Q1 | $8.33K | Buy |
+37
| New | +$8.33K | ﹤0.01% | 382 |
|
|
2021
Q3 | – | Sell |
-149
| Closed | -$36K | – | 502 |
|
|
2021
Q2 | $36K | Sell |
149
-12
| -7% | -$2.9K | 0.01% | 201 |
|
|
2021
Q1 | $36K | Buy |
161
+1
| +0.6% | +$224 | 0.01% | 190 |
|
|
2020
Q4 | $34K | Buy |
+160
| New | +$34K | 0.01% | 187 |
|