Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $2.09M | Sell |
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2020
Q1 | $2.05M | Buy |
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|
2019
Q4 | $1.32M | Hold |
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|
2019
Q3 | $1.24M | Hold |
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|
2019
Q2 | $1.23M | Hold |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $660K | Hold |
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|
2018
Q2 | $632K | Hold |
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|
2018
Q1 | $625K | Hold |
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|
2017
Q4 | $648K | Hold |
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|
2017
Q3 | $617K | Sell |
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|
2017
Q2 | $692K | Hold |
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|
2017
Q1 | $683K | Sell |
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|
2016
Q4 | $678K | Hold |
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|
2016
Q3 | $639K | Hold |
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|
2016
Q2 | $625K | Hold |
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|
2016
Q1 | $598K | Buy |
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