Abacus Planning Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,744
| Closed | -$272K | – | 174 |
|
|
2020
Q1 | $272K | Sell |
2,744
-110
| -4% | -$10.9K | 0.13% | 114 |
|
|
2019
Q4 | $390K | Hold |
2,854
| – | – | 0.18% | 102 |
|
|
2019
Q3 | $366K | Hold |
2,854
| – | – | 0.18% | 104 |
|
|
2019
Q2 | $363K | Hold |
2,854
| – | – | 0.22% | 98 |
|
|
2019
Q1 | $352K | Hold |
2,854
| – | – | 0.22% | 98 |
|
|
2018
Q4 | $317K | Buy |
+2,854
| New | +$317K | 0.24% | 94 |
|