Patriot Wealth Management’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
2018
Q4
$664K Hold
2018
Q3
$757K Hold
2018
Q2
$725K Hold
2018
Q1
$717K Hold
2017
Q4
$743K Hold
2017
Q3
$708K Sell
2017
Q2
$803K Buy