Total Clarity Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-425
| Closed | -$38K | – | 603 |
|
|
2022
Q2 | $38K | Buy |
+425
| New | +$38K | 0.02% | 447 |
|
|
2022
Q1 | – | Sell |
-452
| Closed | -$52K | – | 560 |
|
|
2021
Q4 | $52K | Hold |
452
| – | – | 0.02% | 393 |
|
|
2021
Q3 | $47K | Buy |
+452
| New | +$47K | 0.02% | 418 |
|
|
2021
Q2 | – | Sell |
-452
| Closed | -$43K | – | 458 |
|
|
2021
Q1 | $43K | Buy |
+452
| New | +$43K | 0.02% | 364 |
|
|
2020
Q1 | – | Sell |
-239
| Closed | -$18K | – | 358 |
|
|
2019
Q4 | $18K | Buy |
+239
| New | +$18K | 0.01% | 414 |
|