Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-135
| Closed | -$16K | – | 218 |
|
|
2018
Q2 | $16K | Hold |
135
| – | – | 0.01% | 273 |
|
|
2018
Q1 | $16K | Buy |
+135
| New | +$16K | 0.01% | 276 |
|
|
2017
Q4 | – | Sell |
-135
| Closed | -$15K | – | 347 |
|
|
2017
Q3 | $15K | Buy |
+135
| New | +$15K | 0.01% | 251 |
|
|
2017
Q1 | – | Sell |
-99
| Closed | -$12K | – | 472 |
|
|
2016
Q4 | $12K | Buy |
+99
| New | +$12K | ﹤0.01% | 303 |
|