Chesapeake Wealth Management’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 | – | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $717K | Sell |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $670K | Sell |
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|
2020
Q3 | $712K | Hold |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | $584K | Buy |
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|
2019
Q4 | $719K | Sell |
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|
2019
Q3 | $692K | Buy |
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|
2019
Q2 | $658K | Sell |
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|
2019
Q1 | $655K | Hold |
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|
2018
Q4 | $589K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $224K | Buy |
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