DPA
Delphi Private Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-300
| Closed | -$37K | – | 96 |
|
|
2019
Q1 | $37K | Sell |
300
-280
| -48% | -$34.5K | 0.2% | 13 |
|
|
2018
Q4 | $64K | Sell |
580
-1,842
| -76% | -$203K | 0.36% | 14 |
|
|
2018
Q3 | $307K | Hold |
2,422
| – | – | 1.05% | 9 |
|
|
2018
Q2 | $294K | Sell |
2,422
-110
| -4% | -$13.4K | 0.98% | 9 |
|
|
2018
Q1 | $304K | Sell |
2,532
-1,476
| -37% | -$177K | 1.21% | 8 |
|
|
2017
Q4 | $498K | Buy |
4,008
+1,984
| +98% | +$247K | 1.22% | 8 |
|
|
2017
Q3 | $240K | Buy |
+2,024
| New | +$240K | 0.7% | 11 |
|