Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-515
| Closed | -$75K | – | 365 |
|
|
2022
Q2 | $75K | Hold |
515
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $85K | Hold |
515
| – | – | 0.01% | 289 |
|
|
2021
Q4 | $86K | Hold |
515
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $81K | Buy |
515
+15
| +3% | +$2.36K | 0.01% | 309 |
|
|
2021
Q2 | $79K | Hold |
500
| – | – | 0.01% | 319 |
|
|
2021
Q1 | $76K | Hold |
500
| – | – | 0.01% | 320 |
|
|
2020
Q4 | $68K | Buy |
+500
| New | +$68K | 0.01% | 324 |
|