Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-215
| Closed | -$32.6K | – | 126 |
|
|
2022
Q4 | $32.6K | Hold |
215
| – | – | 0.02% | 115 |
|
|
2022
Q3 | $29K | Hold |
215
| – | – | 0.02% | 115 |
|
|
2022
Q2 | $31K | Sell |
215
-19
| -8% | -$2.74K | 0.02% | 122 |
|
|
2022
Q1 | $39K | Buy |
234
+19
| +9% | +$3.17K | 0.03% | 129 |
|
|
2021
Q4 | $36K | Hold |
215
| – | – | 0.03% | 96 |
|
|
2021
Q3 | $34K | Buy |
+215
| New | +$34K | 0.03% | 95 |
|