Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17
| Closed | -$2K | – | 733 |
|
|
2019
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 645 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$5K | – | 491 |
|
|
2017
Q1 | $5K | Sell |
40
-73
| -65% | -$9.13K | ﹤0.01% | 190 |
|
|
2016
Q4 | $13K | Buy |
113
+73
| +183% | +$8.4K | 0.01% | 159 |
|
|
2016
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 191 |
|
|
2016
Q2 | $4K | Sell |
40
-80
| -67% | -$8K | ﹤0.01% | 191 |
|
|
2016
Q1 | $12K | Hold |
120
| – | – | 0.01% | 162 |
|
|
2015
Q4 | $12K | Buy |
+120
| New | +$12K | 0.01% | 166 |
|