Laurel Wealth Advisors (California)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $5.31M | Buy |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $423K | Hold |
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|
2018
Q4 | $380K | Buy |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $234K | Hold |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $228K | Sell |
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|
2017
Q2 | $247K | Buy |
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|
2017
Q1 | $204K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $207K | Buy |
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