DWA
Dougherty Wealth Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,915
| Closed | -$884K | – | 165 |
|
|
2020
Q1 | $884K | Hold |
8,915
| – | – | 3.52% | 7 |
|
|
2019
Q4 | $1.22M | Hold |
8,915
| – | – | 3.72% | 7 |
|
|
2019
Q3 | $1.14M | Hold |
8,915
| – | – | 3.76% | 8 |
|
|
2019
Q2 | $1.13M | Hold |
8,915
| – | – | 3.2% | 7 |
|
|
2019
Q1 | $1.1M | Hold |
8,915
| – | – | 3.73% | 7 |
|
|
2018
Q4 | $1.07M | Buy |
+8,915
| New | +$1.07M | 3.51% | 8 |
|