Blue Zone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,470
| Closed | -$244K | – | 95 |
|
|
2022
Q1 | $244K | Buy |
+1,470
| New | +$244K | 0.09% | 86 |
|
|
2021
Q1 | – | Sell |
-3,828
| Closed | -$523K | – | 83 |
|
|
2020
Q4 | $523K | Hold |
3,828
| – | – | 0.25% | 55 |
|
|
2020
Q3 | $452K | Sell |
3,828
-48
| -1% | -$5.67K | 0.26% | 52 |
|
|
2020
Q2 | $437K | Buy |
3,876
+48
| +1% | +$5.41K | 0.24% | 47 |
|
|
2020
Q1 | $380K | Buy |
+3,828
| New | +$380K | 0.36% | 32 |
|