Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22
| Closed | -$3.64K | – | 147 |
|
|
2023
Q4 | $3.64K | Buy |
+22
| New | +$3.64K | ﹤0.01% | 193 |
|
|
2022
Q3 | $2.99K | Hold |
22
| – | – | ﹤0.01% | 159 |
|
|
2022
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 157 |
|
|
2022
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 157 |
|
|
2021
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 148 |
|