Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1.82K | – | 695 |
|
|
2022
Q4 | $1.82K | Buy |
+12
| New | +$1.82K | ﹤0.01% | 487 |
|
|
2021
Q4 | – | Sell |
-130
| Closed | -$20K | – | 715 |
|
|
2021
Q3 | $20K | Hold |
130
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $21K | Sell |
130
-1,136
| -90% | -$184K | 0.01% | 334 |
|
|
2021
Q1 | $192K | Buy |
+1,266
| New | +$192K | 0.12% | 115 |
|