MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-424
| Closed | -$64K | – | 340 |
|
|
2021
Q1 | $64K | Sell |
424
-53
| -11% | -$8K | 0.03% | 145 |
|
|
2020
Q4 | $64K | Hold |
477
| – | – | 0.03% | 146 |
|
|
2020
Q3 | $56K | Hold |
477
| – | – | 0.03% | 141 |
|
|
2020
Q2 | $54K | Buy |
+477
| New | +$54K | 0.03% | 139 |
|
|
2017
Q3 | – | Sell |
-466
| Closed | -$54K | – | 211 |
|
|
2017
Q2 | $54K | Buy |
+466
| New | +$54K | 0.04% | 143 |
|