U.S. Capital Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,384
| Closed | -$213K | – | 679 |
|
|
2023
Q3 | $213K | Sell |
1,384
-20
| -1% | -$3.08K | 0.01% | 585 |
|
|
2023
Q2 | $223K | Buy |
+1,404
| New | +$223K | 0.01% | 605 |
|
|
2023
Q1 | – | Sell |
-1,202
| Closed | -$145K | – | 1084 |
|
|
2022
Q4 | $145K | Buy |
+1,202
| New | +$145K | 0.01% | 670 |
|
|
2022
Q1 | – | Sell |
-1,202
| Closed | -$208K | – | 727 |
|
|
2021
Q4 | $208K | Buy |
+1,202
| New | +$208K | 0.01% | 675 |
|