LWP
Legacy Wealth Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $705K | Sell |
5,182
-996
| -16% | -$136K | 1.17% | 20 |
|
|
2022
Q2 | $896K | Hold |
6,178
| – | – | 1.28% | 20 |
|
|
2022
Q1 | $1.03M | Buy |
6,178
+45
| +0.7% | +$7.47K | 1.21% | 16 |
|
|
2021
Q4 | $1.03M | Sell |
6,133
-445
| -7% | -$74.7K | 1.17% | 18 |
|
|
2021
Q3 | $1.03M | Sell |
6,578
-181
| -3% | -$28.3K | 1.15% | 21 |
|
|
2021
Q2 | $1.07M | Sell |
6,759
-116
| -2% | -$18.4K | 1.22% | 22 |
|
|
2021
Q1 | $1.04M | Sell |
6,875
-1,172
| -15% | -$178K | 1.33% | 20 |
|
|
2020
Q4 | $1.1M | Hold |
8,047
| – | – | 1.41% | 19 |
|
|
2020
Q3 | $951K | Sell |
8,047
-1,130
| -12% | -$134K | 1.09% | 24 |
|
|
2020
Q2 | $1.03M | Sell |
9,177
-408
| -4% | -$46K | 1.23% | 19 |
|
|
2020
Q1 | $951K | Sell |
9,585
-574
| -6% | -$57K | 1.52% | 14 |
|
|
2019
Q4 | $1.39M | Buy |
+10,159
| New | +$1.39M | 1.57% | 13 |
|