Wealthcare Advisory Partners’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,570
| Closed | -$231K | – | 615 |
|
|
2022
Q2 | $231K | Buy |
2,570
+11
| +0.4% | +$989 | 0.01% | 488 |
|
|
2022
Q1 | $277K | Sell |
2,559
-133
| -5% | -$14.4K | 0.02% | 440 |
|
|
2021
Q4 | $307K | Buy |
2,692
+190
| +8% | +$21.7K | 0.02% | 434 |
|
|
2021
Q3 | $258K | Buy |
2,502
+329
| +15% | +$33.9K | 0.02% | 460 |
|
|
2021
Q2 | $223K | Sell |
2,173
-390
| -15% | -$40K | 0.01% | 501 |
|
|
2021
Q1 | $243K | Hold |
2,563
| – | – | 0.02% | 443 |
|
|
2020
Q4 | $231K | Buy |
+2,563
| New | +$231K | 0.02% | 371 |
|