Westside Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $29.4K | Buy |
+200
| New | +$29.4K | 0.01% | 349 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$32.6K | – | 782 |
|
|
2018
Q2 | $32.6K | Hold |
200
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $30.6K | Hold |
200
| – | – | 0.02% | 325 |
|
|
2017
Q4 | $32.4K | Hold |
200
| – | – | 0.02% | 328 |
|
|
2017
Q3 | $30.2K | Hold |
200
| – | – | 0.02% | 332 |
|
|
2017
Q2 | $28.7K | Sell |
200
-150
| -43% | -$21.5K | 0.02% | 331 |
|
|
2017
Q1 | $48.7K | Buy |
+350
| New | +$48.7K | 0.02% | 263 |
|