Ten Capital Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-83
| Closed | -$20.3K | – | 373 |
|
2023
Q1 | $20.3K | Hold |
83
| – | – | 0.01% | 306 |
|
2022
Q4 | $17.8K | Hold |
83
| – | – | 0.01% | 269 |
|
2022
Q3 | $17K | Hold |
83
| – | – | 0.01% | 257 |
|
2022
Q2 | $18K | Sell |
83
-117
| -59% | -$25.4K | 0.01% | 213 |
|
2022
Q1 | $56K | Hold |
200
| – | – | 0.02% | 141 |
|
2021
Q4 | $61K | Buy |
200
+117
| +141% | +$35.7K | 0.02% | 117 |
|
2021
Q3 | $23K | Hold |
83
| – | – | 0.01% | 193 |
|
2021
Q2 | $23K | Hold |
83
| – | – | 0.01% | 242 |
|
2021
Q1 | $20K | Sell |
83
-13
| -14% | -$3.13K | ﹤0.01% | 224 |
|
2020
Q4 | $23K | Buy |
+96
| New | +$23K | 0.01% | 208 |
|