TVWM
Tower View Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$22K | – | 183 |
|
|
2021
Q1 | $22K | Hold |
100
| – | – | 0.01% | 115 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | 0.01% | 113 |
|
|
2020
Q3 | $19K | Hold |
100
| – | – | 0.01% | 98 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | 0.01% | 92 |
|
|
2020
Q1 | $14K | Sell |
100
-93
| -48% | -$13K | 0.01% | 89 |
|
|
2019
Q4 | $34K | Buy |
193
+1
| +0.5% | +$176 | 0.03% | 92 |
|
|
2019
Q3 | $32K | Hold |
192
| – | – | 0.03% | 90 |
|
|
2019
Q2 | $31K | Hold |
192
| – | – | 0.03% | 89 |
|
|
2019
Q1 | $30K | Hold |
192
| – | – | 0.03% | 88 |
|
|
2018
Q4 | $27K | Hold |
192
| – | – | 0.03% | 90 |
|
|
2018
Q3 | $31K | Buy |
+192
| New | +$31K | 0.03% | 105 |
|