Win Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-210,162
| Closed | -$24.2M | – | 71 |
|
|
2023
Q4 | $24.2M | Buy |
210,162
+194,237
| +1,220% | +$22.4M | 10.97% | 2 |
|
|
2023
Q3 | $1.65M | Buy |
15,925
+12,561
| +373% | +$1.3M | 0.81% | 22 |
|
|
2023
Q2 | $295K | Sell |
3,364
-25,357
| -88% | -$2.22M | 0.39% | 29 |
|
|
2023
Q1 | $2.8M | Buy |
+28,721
| New | +$2.8M | 1.11% | 13 |
|