KKAMG
Kernodle & Katon Asset Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $37K | Sell |
325
-643
| -66% | -$73.2K | 0.02% | 177 |
|
|
2016
Q4 | $108K | Sell |
968
-2,150
| -69% | -$240K | 0.06% | 117 |
|
|
2016
Q3 | $329K | Sell |
3,118
-45
| -1% | -$4.75K | 0.2% | 72 |
|
|
2016
Q2 | $327K | Hold |
3,163
| – | – | 0.3% | 39 |
|
|
2016
Q1 | $313K | Hold |
3,163
| – | – | 0.3% | 39 |
|
|
2015
Q4 | $310K | Buy |
+3,163
| New | +$310K | 0.3% | 18 |
|