Fulcrum Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,608
| Closed | -$290K | – | 66 |
|
|
2018
Q4 | $290K | Hold |
2,608
| – | – | 0.13% | 49 |
|
|
2018
Q3 | $330K | Buy |
+2,608
| New | +$330K | 0.13% | 52 |
|
|
2018
Q2 | – | Sell |
-1,958
| Closed | -$235K | – | 56 |
|
|
2018
Q1 | $235K | Hold |
1,958
| – | – | 0.08% | 65 |
|
|
2017
Q4 | $243K | Buy |
+1,958
| New | +$243K | 0.08% | 68 |
|