Nancy B. Gardiner’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,015
| Closed | -$238K | – | 51 |
|
|
2017
Q3 | $238K | Sell |
2,015
-480
| -19% | -$56.7K | 0.44% | 49 |
|
|
2017
Q2 | $291K | Sell |
2,495
-75
| -3% | -$8.75K | 0.59% | 45 |
|
|
2017
Q1 | $295K | Sell |
2,570
-735
| -22% | -$84.4K | 0.68% | 43 |
|
|
2016
Q4 | $371K | Hold |
3,305
| – | – | 0.94% | 37 |
|
|
2016
Q3 | $349K | Sell |
3,305
-3,000
| -48% | -$317K | 0.89% | 40 |
|
|
2016
Q2 | $651K | Buy |
+6,305
| New | +$651K | 2.09% | 15 |
|