Paradigm Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $386K | Sell |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q3 | $343K | Sell |
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|
2019
Q2 | $414K | Sell |
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|
2019
Q1 | $436K | Buy |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $478K | Sell |
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|
2018
Q1 | $545K | Hold |
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|
2017
Q4 | $565K | Hold |
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|
2017
Q3 | $538K | Hold |
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|
2017
Q2 | $530K | Sell |
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|
2017
Q1 | $587K | Hold |
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|
2016
Q4 | $572K | Sell |
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|
2016
Q3 | $694K | Hold |
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|
2016
Q2 | $678K | Sell |
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|
2016
Q1 | $697K | Buy |
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|
2015
Q4 | $568K | Hold |
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|
2015
Q3 | $541K | Buy |
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|
2015
Q2 | $559K | Hold |
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|
2015
Q1 | $558K | Hold |
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|
2014
Q4 | $566K | Hold |
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|
2014
Q3 | $542K | Hold |
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|
2014
Q2 | $549K | Sell |
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|
2014
Q1 | $727K | Hold |
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|
2013
Q4 | $709K | Buy |
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