Y-Intercept (HK)’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
2024
Q1
Sell
-2,287
Closed -$600K 1566
2023
Q4
$600K Buy
+2,287
New +$600K 0.06% 517
2023
Q3
Sell
-3,187
Closed -$777K 1318
2023
Q2
$777K Sell
3,187
-92
-3% -$22.4K 0.08% 383
2023
Q1
$739K Buy
+3,279
New +$739K 0.09% 358
2022
Q4
Sell
-3,956
Closed -$781K 1167
2022
Q3
$781K Buy
+3,956
New +$781K 0.08% 370