BDO Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $49K | Sell |
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|
2021
Q2 | $86K | Buy |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $77K | Sell |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $81K | Sell |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $66K | Sell |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $70K | Buy |
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|
2019
Q1 | $68K | Hold |
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|
2018
Q4 | $61K | Buy |
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|
2018
Q3 | $41K | Sell |
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|
2018
Q2 | $87K | Sell |
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|
2018
Q1 | $96K | Buy |
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|
2017
Q4 | $50K | Hold |
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|
2017
Q3 | $48K | Sell |
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|
2017
Q2 | $109K | Buy |
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