BPWA
Beacon Pointe Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $8.13M | Buy |
59,604
+627
| +1% | +$85.6K | 1.5% | 16 |
|
|
2019
Q3 | $7.56M | Sell |
58,977
-1,413
| -2% | -$181K | 1.59% | 16 |
|
|
2019
Q2 | $7.68M | Buy |
60,390
+819
| +1% | +$104K | 1.62% | 17 |
|
|
2019
Q1 | $7.36M | Buy |
59,571
+527
| +0.9% | +$65.1K | 1.68% | 17 |
|
|
2018
Q4 | $6.56M | Buy |
+59,044
| New | +$6.56M | 2.37% | 9 |
|