Narwhal Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,969
| Closed | -$499K | – | 157 |
|
|
2021
Q4 | $499K | Hold |
2,969
| – | – | 0.06% | 114 |
|
|
2021
Q3 | $465K | Sell |
2,969
-1
| -0% | -$157 | 0.06% | 113 |
|
|
2021
Q2 | $471K | Sell |
2,970
-300
| -9% | -$47.6K | 0.06% | 117 |
|
|
2021
Q1 | $496K | Sell |
3,270
-650
| -17% | -$98.6K | 0.07% | 110 |
|
|
2020
Q4 | $536K | Buy |
+3,920
| New | +$536K | 0.08% | 108 |
|