Founders Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $9.2M | Sell |
88,160
-3,406
| -4% | -$356K | 4.84% | 7 |
|
|
2014
Q3 | $9.17M | Sell |
91,566
-904
| -1% | -$90.5K | 5.15% | 7 |
|
|
2014
Q2 | $9.36M | Buy |
92,470
+92,291
| +51,559% | +$9.35M | 5.19% | 7 |
|
|
2014
Q1 | $17K | Sell |
179
-107,229
| -100% | -$10.2M | 0.01% | 250 |
|
|
2013
Q4 | $9.59M | Buy |
107,408
+4,094
| +4% | +$365K | 5.53% | 7 |
|
|
2013
Q3 | $8.91M | Sell |
103,314
-1,886
| -2% | -$163K | 4.55% | 7 |
|
|
2013
Q2 | $8.81M | Buy |
+105,200
| New | +$8.81M | 4.71% | 6 |
|