GWA
Guidant Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $322K | Hold |
2,509
| – | – | 0.12% | 89 |
|
|
2019
Q2 | $319K | Hold |
2,509
| – | – | 0.12% | 90 |
|
|
2019
Q1 | $310K | Hold |
2,509
| – | – | 0.12% | 91 |
|
|
2018
Q4 | $278K | Buy |
+2,509
| New | +$278K | 0.13% | 75 |
|
|
2017
Q3 | – | Sell |
-2,189
| Closed | -$252K | – | 209 |
|
|
2017
Q2 | $252K | Hold |
2,189
| – | – | 0.13% | 63 |
|
|
2017
Q1 | $250K | Hold |
2,189
| – | – | 0.13% | 63 |
|
|
2016
Q4 | $247K | Sell |
2,189
-353
| -14% | -$39.8K | 0.14% | 61 |
|
|
2016
Q3 | $266K | Buy |
+2,542
| New | +$266K | 0.16% | 59 |
|