Eudaimonia Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $222K | Hold |
1,240
| – | – | 0.12% | 154 |
|
|
2023
Q4 | $205K | Buy |
+1,240
| New | +$205K | 0.13% | 144 |
|
|
2023
Q1 | – | Sell |
-1,440
| Closed | -$218K | – | 160 |
|
|
2022
Q4 | $218K | Sell |
1,440
-50
| -3% | -$7.58K | 0.15% | 136 |
|
|
2022
Q3 | $203K | Hold |
1,490
| – | – | 0.14% | 140 |
|
|
2022
Q2 | $216K | Sell |
1,490
-1,196
| -45% | -$173K | 0.15% | 144 |
|
|
2022
Q1 | $446K | Buy |
2,686
+1,196
| +80% | +$199K | 0.26% | 98 |
|
|
2021
Q4 | $250K | Buy |
+1,490
| New | +$250K | 0.15% | 142 |
|