Eudaimonia Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,878
| Closed | -$285K | – | 365 |
|
|
2022
Q4 | $285K | Buy |
+1,878
| New | +$285K | 0.07% | 256 |
|
|
2021
Q2 | – | Sell |
-831
| Closed | -$126K | – | 874 |
|
|
2021
Q1 | $126K | Sell |
831
-52
| -6% | -$7.88K | 0.03% | 425 |
|
|
2020
Q4 | $121K | Hold |
883
| – | – | 0.03% | 401 |
|
|
2020
Q3 | $104K | Sell |
883
-209
| -19% | -$24.6K | 0.03% | 397 |
|
|
2020
Q2 | $123K | Sell |
1,092
-311
| -22% | -$35K | 0.05% | 318 |
|
|
2020
Q1 | $139K | Hold |
1,403
| – | – | 0.06% | 263 |
|
|
2019
Q4 | $191K | Buy |
+1,403
| New | +$191K | 0.08% | 245 |
|