Walled Lake Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-108
| Closed | -$26K | – | 208 |
|
|
2021
Q3 | $26K | Hold |
108
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $26K | Buy |
108
+1
| +0.9% | +$241 | 0.02% | 192 |
|
|
2021
Q1 | $24K | Hold |
107
| – | – | 0.02% | 182 |
|
|
2020
Q4 | $23K | Hold |
107
| – | – | 0.02% | 166 |
|
|
2020
Q3 | $20K | Sell |
107
-52
| -33% | -$9.72K | 0.02% | 171 |
|
|
2020
Q2 | $27K | Sell |
159
-24
| -13% | -$4.08K | 0.02% | 138 |
|
|
2020
Q1 | $26K | Buy |
183
+1
| +0.5% | +$142 | 0.02% | 133 |
|
|
2019
Q4 | $32K | Buy |
+182
| New | +$32K | 0.02% | 134 |
|