Consolidated Planning Corp’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 |
-1,399
| Closed | -$212K | – | 124 |
|
|
2022
Q4 | $212K | Buy |
+1,399
| New | +$212K | 0.06% | 113 |
|
|
2022
Q3 | – | Sell |
-1,399
| Closed | -$203K | – | 120 |
|
|
2022
Q2 | $203K | Buy |
+1,399
| New | +$203K | 0.06% | 113 |
|
|
2021
Q4 | – | Sell |
-864
| Closed | -$135K | – | 253 |
|
|
2021
Q3 | $135K | Buy |
+864
| New | +$135K | 0.09% | 77 |
|