Mathes Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,800
| Closed | -$224K | – | 138 |
|
|
2017
Q4 | $224K | Hold |
1,800
| – | – | 0.1% | 130 |
|
|
2017
Q3 | $213K | Hold |
1,800
| – | – | 0.1% | 135 |
|
|
2017
Q2 | $210K | Hold |
1,800
| – | – | 0.1% | 132 |
|
|
2017
Q1 | $207K | Hold |
1,800
| – | – | 0.11% | 123 |
|
|
2016
Q4 | $202K | Buy |
+1,800
| New | +$202K | 0.11% | 131 |
|