Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-360
| Closed | -$31K | – | 1604 |
|
|
2019
Q2 | $31K | Hold |
360
| – | – | ﹤0.01% | 726 |
|
|
2019
Q1 | $30K | Hold |
360
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $26K | Hold |
360
| – | – | ﹤0.01% | 628 |
|
|
2018
Q3 | $28K | Hold |
360
| – | – | ﹤0.01% | 662 |
|
|
2018
Q2 | $30K | Hold |
360
| – | – | ﹤0.01% | 647 |
|
|
2018
Q1 | $27K | Buy |
+360
| New | +$27K | ﹤0.01% | 629 |
|