TCPWM
Traverso Chambers Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $295K | Hold |
1,126
| – | – | 0.07% | 102 |
|
|
2023
Q3 | $265K | Sell |
1,126
-4
| -0.4% | -$940 | 0.07% | 98 |
|
|
2023
Q2 | $275K | Sell |
1,130
-10
| -0.9% | -$2.44K | 0.07% | 98 |
|
|
2023
Q1 | $257K | Sell |
1,140
-10
| -0.9% | -$2.25K | 0.07% | 99 |
|
|
2022
Q4 | $242K | Hold |
1,150
| – | – | 0.07% | 100 |
|
|
2022
Q3 | $227K | Hold |
1,150
| – | – | 0.07% | 102 |
|
|
2022
Q2 | $239K | Buy |
1,150
+100
| +10% | +$20.8K | 0.08% | 99 |
|
|
2022
Q1 | $263K | Hold |
1,050
| – | – | 0.08% | 102 |
|
|
2021
Q4 | $278K | Hold |
1,050
| – | – | 0.08% | 99 |
|
|
2021
Q3 | $254K | Sell |
1,050
-6
| -0.6% | -$1.45K | 0.08% | 101 |
|
|
2021
Q2 | $256K | Sell |
1,056
-12
| -1% | -$2.91K | 0.08% | 101 |
|
|
2021
Q1 | $239K | Hold |
1,068
| – | – | 0.08% | 100 |
|
|
2020
Q4 | $226K | Sell |
1,068
-10
| -0.9% | -$2.12K | 0.08% | 100 |
|
|
2020
Q3 | $202K | Buy |
+1,078
| New | +$202K | 0.08% | 100 |
|