New England Professional Planning Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $226K | Buy |
|
|||||
|
2018
Q3 | $209K | Hold |
|
|||||
|
2018
Q2 | $201K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $208K | Buy |
|
|||||
|
2016
Q2 | $594K | Hold |
|
|||||
|
2016
Q1 | $557K | Buy |
|
|||||
|
2015
Q4 | $517K | Hold |
|
|||||
|
2015
Q3 | $532K | Sell |
|
|||||
|
2015
Q2 | $1.03M | Buy |
|
|||||
|
2015
Q1 | $726K | Sell |
|
|||||
|
2014
Q4 | $760K | Buy |
|