Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $172K | Sell |
1,128
-690
| -38% | -$105K | 0.1% | 44 |
|
|
2022
Q4 | $276K | Sell |
1,818
-772
| -30% | -$117K | 0.15% | 40 |
|
|
2022
Q3 | $352K | Sell |
2,590
-890
| -26% | -$121K | 0.17% | 38 |
|
|
2022
Q2 | $505K | Sell |
3,480
-3,770
| -52% | -$547K | 0.2% | 35 |
|
|
2022
Q1 | $1.2M | Buy |
7,250
+491
| +7% | +$81.5K | 0.46% | 33 |
|
|
2021
Q4 | $1.14M | Buy |
6,759
+234
| +4% | +$39.3K | 0.46% | 34 |
|
|
2021
Q3 | $1.02M | Buy |
6,525
+1,139
| +21% | +$178K | 0.46% | 34 |
|
|
2021
Q2 | $854K | Buy |
5,386
+4,851
| +907% | +$769K | 0.41% | 35 |
|
|
2021
Q1 | $81K | Buy |
535
+500
| +1,429% | +$75.7K | 0.05% | 72 |
|
|
2020
Q4 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 159 |
|