Covenant Multifamily Offices’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $28K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $421K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $20K | Hold |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $20K | Sell |
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|
2014
Q3 | $29K | Sell |
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|
2014
Q2 | $90K | Buy |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $27K | Buy |
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