WCM
Windsor Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-28
| Closed | -$3K | – | 259 |
|
|
2015
Q3 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 467 |
|
|
2014
Q1 | – | Sell |
-928
| Closed | -$103K | – | 185 |
|
|
2013
Q4 | $103K | Sell |
928
-266
| -22% | -$29.5K | 0.06% | 119 |
|
|
2013
Q3 | $121K | Sell |
1,194
-112
| -9% | -$11.4K | 0.07% | 106 |
|
|
2013
Q2 | $126K | Buy |
+1,306
| New | +$126K | 0.08% | 92 |
|