Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $33K | Hold |
318
| – | – | 0.01% | 589 |
|
|
2014
Q4 | $33K | Sell |
318
-194
| -38% | -$20.1K | 0.01% | 598 |
|
|
2014
Q3 | $51K | Buy |
512
+494
| +2,744% | +$49.2K | 0.02% | 473 |
|
|
2014
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 891 |
|
|
2014
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 715 |
|
|
2013
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 723 |
|
|
2013
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 687 |
|