Winthrop Partners - WNY’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $193K | Hold |
1,175
| – | – | 0.13% | 115 |
|
|
2019
Q2 | $191K | Hold |
1,175
| – | – | 0.14% | 103 |
|
|
2019
Q1 | $187K | Hold |
1,175
| – | – | 0.15% | 97 |
|
|
2018
Q4 | $163K | Hold |
1,175
| – | – | 0.15% | 102 |
|
|
2018
Q3 | $190K | Hold |
1,175
| – | – | 0.15% | 105 |
|
|
2018
Q2 | $179K | Hold |
1,175
| – | – | 0.15% | 106 |
|
|
2018
Q1 | $171K | Buy |
+1,175
| New | +$171K | 0.13% | 124 |
|