YorkBridge Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $711K | Hold |
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|
2022
Q3 | $667K | Hold |
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|
2022
Q2 | $702K | Buy |
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|
2022
Q1 | $844K | Hold |
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|
2021
Q4 | $892K | Hold |
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|
2021
Q3 | $816K | Buy |
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|
2021
Q2 | $816K | Hold |
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|
2021
Q1 | $755K | Hold |
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|
2020
Q4 | $714K | Buy |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $493K | Hold |
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|
2019
Q3 | $455K | Hold |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $435K | Sell |
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|
2018
Q4 | $571K | Buy |
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|
2018
Q3 | $467K | Sell |
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|
2018
Q2 | $438K | Hold |
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|
2018
Q1 | $427K | Hold |
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|
2017
Q4 | $424K | Hold |
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|
2017
Q3 | $403K | Sell |
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|
2017
Q2 | $408K | Hold |
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|
2017
Q1 | $400K | Sell |
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|
2016
Q4 | $421K | Buy |
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