Parkside Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,237
| Closed | -$1.91M | – | 106 |
|
|
2020
Q1 | $1.91M | Sell |
19,237
-6,590
| -26% | -$653K | 0.63% | 57 |
|
|
2019
Q4 | $3.52M | Buy |
25,827
+5,280
| +26% | +$720K | 0.86% | 51 |
|
|
2019
Q3 | $2.64M | Buy |
20,547
+1,423
| +7% | +$182K | 0.71% | 58 |
|
|
2019
Q2 | $2.43M | Buy |
19,124
+5,345
| +39% | +$680K | 0.63% | 59 |
|
|
2019
Q1 | $1.7M | Buy |
13,779
+2,799
| +25% | +$346K | 0.46% | 67 |
|
|
2018
Q4 | $1.22M | Buy |
10,980
+515
| +5% | +$57.2K | 0.53% | 62 |
|
|
2018
Q3 | $1.33M | Buy |
10,465
+1,267
| +14% | +$160K | 0.63% | 50 |
|
|
2018
Q2 | $1.15M | Buy |
9,198
+1,070
| +13% | +$133K | 0.56% | 52 |
|
|
2018
Q1 | $975K | Buy |
+8,128
| New | +$975K | 0.51% | 51 |
|