Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-348
| Closed | -$47K | – | 144 |
|
|
2022
Q3 | $47K | Hold |
348
| – | – | 0.01% | 125 |
|
|
2022
Q2 | $50K | Buy |
+348
| New | +$50K | 0.02% | 127 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$11K | – | 144 |
|
|
2021
Q3 | $11K | Hold |
69
| – | – | ﹤0.01% | 166 |
|
|
2021
Q2 | $11K | Hold |
69
| – | – | ﹤0.01% | 193 |
|
|
2021
Q1 | $10K | Hold |
69
| – | – | ﹤0.01% | 197 |
|
|
2020
Q4 | $9K | Hold |
69
| – | – | ﹤0.01% | 196 |
|
|
2020
Q3 | $8K | Hold |
69
| – | – | ﹤0.01% | 195 |
|
|
2020
Q2 | $8K | Hold |
69
| – | – | ﹤0.01% | 185 |
|
|
2020
Q1 | $7K | Hold |
69
| – | – | ﹤0.01% | 166 |
|
|
2019
Q4 | $9K | Hold |
69
| – | – | ﹤0.01% | 175 |
|
|
2019
Q3 | $9K | Hold |
69
| – | – | ﹤0.01% | 164 |
|
|
2019
Q2 | $9K | Hold |
69
| – | – | ﹤0.01% | 155 |
|
|
2019
Q1 | $9K | Hold |
69
| – | – | ﹤0.01% | 156 |
|
|
2018
Q4 | $8K | Buy |
+69
| New | +$8K | ﹤0.01% | 146 |
|