YorkBridge Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-236
| Closed | -$41K | – | 415 |
|
|
2019
Q2 | $41K | Hold |
236
| – | – | 0.02% | 387 |
|
|
2019
Q1 | $39K | Hold |
236
| – | – | 0.02% | 384 |
|
|
2018
Q4 | $35K | Hold |
236
| – | – | 0.02% | 363 |
|
|
2018
Q3 | $41K | Hold |
236
| – | – | 0.02% | 379 |
|
|
2018
Q2 | $38K | Hold |
236
| – | – | 0.02% | 396 |
|
|
2018
Q1 | $37K | Hold |
236
| – | – | 0.02% | 398 |
|
|
2017
Q4 | $37K | Hold |
236
| – | – | 0.02% | 402 |
|
|
2017
Q3 | $35K | Sell |
236
-125
| -35% | -$18.5K | 0.02% | 422 |
|
|
2017
Q2 | $52K | Hold |
361
| – | – | 0.03% | 368 |
|
|
2017
Q1 | $51K | Hold |
361
| – | – | 0.03% | 368 |
|
|
2016
Q4 | $48K | Buy |
+361
| New | +$48K | 0.03% | 358 |
|