Capital Directions Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.78M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $6.53M | Buy |
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|
2021
Q4 | $6.58M | Buy |
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|
2021
Q3 | $6M | Buy |
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|
2021
Q2 | $5.96M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.22M | Sell |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $4.31M | Sell |
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|
2020
Q1 | $4.3M | Sell |
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|
2019
Q4 | $5.95M | Buy |
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|
2019
Q3 | $5.59M | Sell |
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|
2019
Q2 | $5.69M | Sell |
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|
2019
Q1 | $5.61M | Sell |
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|
2018
Q4 | $5.31M | Buy |
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|
2018
Q3 | $2.89M | Buy |
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|
2018
Q2 | $2.71M | Hold |
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|
2018
Q1 | $2.68M | Sell |
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|
2017
Q4 | $2.82M | Sell |
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|
2017
Q3 | $2.69M | Buy |
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|
2017
Q2 | $2.64M | Sell |
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|
2017
Q1 | $2.67M | Sell |
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|
2016
Q4 | $2.62M | Sell |
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|
2016
Q3 | $2.49M | Sell |
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|
2016
Q2 | $2.44M | Sell |
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|
2016
Q1 | $2.38M | Hold |
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|
2015
Q4 | $2.35M | Buy |
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|
2015
Q3 | $2.09M | Sell |
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|
2015
Q2 | $2.33M | Hold |
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|
2015
Q1 | $2.37M | Sell |
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|
2014
Q4 | $2.52M | Buy |
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|
2014
Q3 | $2.49M | Sell |
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|
2014
Q2 | $2.74M | Sell |
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|
2014
Q1 | $2.63M | Sell |
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|
2013
Q4 | $2.58M | Sell |
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|
2013
Q3 | $2.57M | Sell |
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|
2013
Q2 | $2.64M | Buy |
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