First National Bank of Mount Dora’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
Q2 | – | Sell |
-1,128
| Closed | -$202K | – | 137 |
|
|
2024
Q1 | $202K | Sell |
1,128
-275
| -20% | -$49.3K | 0.05% | 127 |
|
|
2023
Q4 | $232K | Hold |
1,403
| – | – | 0.06% | 112 |
|
|
2023
Q3 | $213K | Hold |
1,403
| – | – | 0.06% | 114 |
|
|
2023
Q2 | $221K | Hold |
1,403
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $214K | Buy |
+1,403
| New | +$214K | 0.06% | 119 |
|