Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $746K | Buy |
+4,440
| New | +$746K | 0.23% | 71 |
|
|
2020
Q3 | – | Sell |
-7,998
| Closed | -$901K | – | 139 |
|
|
2020
Q2 | $901K | Buy |
+7,998
| New | +$901K | 0.49% | 35 |
|
|
2020
Q1 | – | Sell |
-1,563
| Closed | -$213K | – | 121 |
|
|
2019
Q4 | $213K | Sell |
1,563
-575
| -27% | -$78.4K | 0.13% | 129 |
|
|
2019
Q3 | $274K | Sell |
2,138
-17
| -0.8% | -$2.18K | 0.12% | 115 |
|
|
2019
Q2 | $274K | Sell |
2,155
-50
| -2% | -$6.36K | 0.18% | 111 |
|
|
2019
Q1 | $272K | Sell |
2,205
-163
| -7% | -$20.1K | 0.19% | 117 |
|
|
2018
Q4 | $263K | Hold |
2,368
| – | – | 0.22% | 109 |
|
|
2018
Q3 | $300K | Buy |
+2,368
| New | +$300K | 0.22% | 116 |
|