Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-385
| Closed | -$56K | – | 445 |
|
|
2022
Q2 | $56K | Buy |
385
+4
| +1% | +$582 | 0.01% | 218 |
|
|
2022
Q1 | $63K | Hold |
381
| – | – | 0.01% | 195 |
|
|
2021
Q4 | $63K | Buy |
+381
| New | +$63K | 0.01% | 177 |
|
|
2021
Q1 | – | Sell |
-381
| Closed | -$52K | – | 287 |
|
|
2020
Q4 | $52K | Buy |
+381
| New | +$52K | 0.04% | 154 |
|