Nachman Norwood & Parrott’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 | $5.2M | Sell |
32,768
-1,007
| -3% | -$160K | 0.53% | 36 |
|
|
2021
Q1 | $5.12M | Hold |
33,775
| – | – | 0.56% | 36 |
|
|
2020
Q4 | $4.62M | Buy |
33,775
+333
| +1% | +$45.5K | 0.54% | 36 |
|
|
2020
Q3 | $3.95M | Sell |
33,442
-329
| -1% | -$38.9K | 0.53% | 37 |
|
|
2020
Q2 | $3.8M | Sell |
33,771
-1,030
| -3% | -$116K | 0.63% | 28 |
|
|
2020
Q1 | $3.45M | Buy |
34,801
+1,884
| +6% | +$187K | 0.7% | 26 |
|
|
2019
Q4 | $4.49M | Sell |
32,917
-79
| -0.2% | -$10.8K | 0.74% | 23 |
|
|
2019
Q3 | $4.23M | Sell |
32,996
-1,204
| -4% | -$154K | 0.75% | 24 |
|
|
2019
Q2 | $4.35M | Sell |
34,200
-1,472
| -4% | -$187K | 0.78% | 22 |
|
|
2019
Q1 | $4.41M | Sell |
35,672
-723
| -2% | -$89.3K | 0.82% | 18 |
|
|
2018
Q4 | $4.04M | Buy |
+36,395
| New | +$4.04M | 0.84% | 20 |
|