Beacon Capital Management Inc (Ohio)’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 |
-8
| Closed | -$1K | – | 75 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 81 |
|
|
2016
Q1 | – | Sell |
-145
| Closed | -$14K | – | 263 |
|
|
2015
Q4 | $14K | Buy |
145
+95
| +190% | +$9.17K | ﹤0.01% | 111 |
|
|
2015
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 167 |
|
|
2015
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 185 |
|
|
2015
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 187 |
|