Camarda Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,388
| Closed | -$219K | – | 73 |
|
|
2023
Q2 | $219K | Hold |
1,388
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $211K | Buy |
+1,388
| New | +$211K | 0.16% | 60 |
|
|
2022
Q3 | – | Sell |
-1,471
| Closed | -$213K | – | 75 |
|
|
2022
Q2 | $213K | Buy |
+1,471
| New | +$213K | 0.21% | 67 |
|
|
2013
Q4 | – | Sell |
-16
| Closed | -$1K | – | 190 |
|
|
2013
Q3 | $1K | Sell |
16
-7,122
| -100% | -$445K | ﹤0.01% | 94 |
|
|
2013
Q2 | $598K | Buy |
+7,138
| New | +$598K | 0.55% | 42 |
|