BSWA
Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $450K | Buy |
2,511
+572
| +29% | +$102K | 0.28% | 33 |
|
|
2023
Q4 | $320K | Buy |
+1,939
| New | +$320K | 0.22% | 36 |
|
|
2022
Q4 | – | Sell |
-1,920
| Closed | -$261K | – | 95 |
|
|
2022
Q3 | $261K | Hold |
1,920
| – | – | 0.31% | 27 |
|
|
2022
Q2 | $278K | Buy |
+1,920
| New | +$278K | 0.34% | 24 |
|