TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,065
| Closed | -$999K | – | 287 |
|
|
2022
Q3 | $999K | Buy |
+5,065
| New | +$999K | 0.23% | 111 |
|
|
2020
Q1 | – | Sell |
-3,994
| Closed | -$713K | – | 203 |
|
|
2019
Q4 | $713K | Buy |
+3,994
| New | +$713K | 0.24% | 109 |
|
|
2019
Q1 | – | Sell |
-7,594
| Closed | -$1.05M | – | 185 |
|
|
2018
Q4 | $1.05M | Buy |
+7,594
| New | +$1.05M | 0.65% | 44 |
|