Atlas Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-135
| Closed | -$21K | – | 432 |
|
|
2021
Q3 | $21K | Hold |
135
| – | – | 0.01% | 347 |
|
|
2021
Q2 | $21K | Buy |
135
+112
| +487% | +$17.4K | 0.01% | 354 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 590 |
|
|
2020
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 562 |
|