Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $509K | Sell |
4,936
-409
| -8% | -$42.2K | 0.02% | 297 |
|
|
2014
Q4 | $558K | Hold |
5,345
| – | – | 0.03% | 296 |
|
|
2014
Q3 | $535K | Buy |
5,345
+345
| +7% | +$34.5K | 0.03% | 294 |
|
|
2014
Q2 | $506K | Hold |
5,000
| – | – | 0.02% | 297 |
|
|
2014
Q1 | $483K | Sell |
5,000
-379
| -7% | -$36.6K | 0.02% | 297 |
|
|
2013
Q4 | $507K | Hold |
5,379
| – | – | 0.03% | 293 |
|
|
2013
Q3 | $464K | Sell |
5,379
-1,704
| -24% | -$147K | 0.03% | 289 |
|
|
2013
Q2 | $593K | Buy |
+7,083
| New | +$593K | 0.03% | 259 |
|