Clear Harbor Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-522
| Closed | -$61.7K | – | 513 |
|
|
2020
Q3 | $61.7K | Buy |
+522
| New | +$61.7K | 0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-721
| Closed | -$98.4K | – | 466 |
|
|
2019
Q4 | $98.4K | Buy |
+721
| New | +$98.4K | 0.02% | 342 |
|
|
2014
Q3 | – | Sell |
-422
| Closed | -$43K | – | 225 |
|
|
2014
Q2 | $43K | Buy |
+422
| New | +$43K | 0.01% | 221 |
|