CWM
C2C Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,275
| Closed | -$328K | – | 177 |
|
|
2022
Q3 | $328K | Hold |
2,275
| – | – | 0.06% | 129 |
|
|
2022
Q2 | $339K | Hold |
2,275
| – | – | 0.06% | 133 |
|
|
2022
Q1 | $383K | Hold |
2,275
| – | – | 0.07% | 137 |
|
|
2021
Q4 | $382K | Buy |
+2,275
| New | +$382K | 0.05% | 148 |
|