Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $276K | Sell |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $492K | Sell |
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|
2020
Q2 | $475K | Buy |
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|
2020
Q1 | $393K | Buy |
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|
2019
Q4 | $540K | Sell |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $524K | Sell |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $477K | Buy |
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