Midwest Professional Planners Ltd (MPPL)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,968
| Closed | -$2.13M | – | 126 |
|
|
2023
Q1 | $2.13M | Buy |
13,968
+199
| +1% | +$30.3K | 1.04% | 25 |
|
|
2022
Q4 | $2.09M | Buy |
13,769
+159
| +1% | +$24.1K | 1.16% | 26 |
|
|
2022
Q3 | $1.85M | Buy |
+13,610
| New | +$1.85M | 1.1% | 23 |
|
|
2022
Q2 | – | Sell |
-25,661
| Closed | -$4.26M | – | 121 |
|
|
2022
Q1 | $4.26M | Buy |
+25,661
| New | +$4.26M | 2.1% | 11 |
|
|
2021
Q3 | – | Sell |
-9,957
| Closed | -$1.58M | – | 118 |
|
|
2021
Q2 | $1.58M | Buy |
+9,957
| New | +$1.58M | 0.82% | 35 |
|
|
2021
Q1 | – | Sell |
-7,501
| Closed | -$1.03M | – | 101 |
|
|
2020
Q4 | $1.03M | Buy |
+7,501
| New | +$1.03M | 0.63% | 44 |
|
|
2018
Q3 | – | Sell |
-4,615
| Closed | -$560K | – | 192 |
|
|
2018
Q2 | $560K | Buy |
+4,615
| New | +$560K | 0.5% | 40 |
|