Lenox Wealth Advisors’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
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $2.29M | Sell |
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|
2019
Q3 | $2.16M | Sell |
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|
2019
Q2 | $3.49M | Sell |
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|
2019
Q1 | $4.04M | Sell |
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|
2018
Q4 | $3.66M | Sell |
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|
2018
Q3 | $4.66M | Buy |
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|
2018
Q2 | $4.25M | Sell |
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|
2018
Q1 | $4.49M | Buy |
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|
2017
Q4 | $4.29M | Buy |
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|
2017
Q3 | $3.98M | Buy |
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|
2017
Q2 | $3.89M | Sell |
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|
2017
Q1 | $4.09M | Sell |
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|
2016
Q4 | $4.06M | Sell |
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|
2016
Q3 | $4.97M | Sell |
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|
2016
Q2 | $6.19M | Sell |
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|
2016
Q1 | $5.98M | Sell |
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|
2015
Q4 | $6.12M | Sell |
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|
2015
Q3 | $5.86M | Buy |
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|
2015
Q2 | $5.77M | Sell |
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|
2015
Q1 | $6.68M | Buy |
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|
2014
Q4 | $6.73M | Buy |
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|
2014
Q3 | $6.42M | Buy |
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|
2014
Q2 | $6.45M | Buy |
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|
2014
Q1 | $4.91M | Sell |
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|
2013
Q4 | $5.09M | Sell |
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|
2013
Q3 | $4.76M | Buy |
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|
2013
Q2 | $4.51M | Buy |
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