Patriot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $664K | Hold |
5,976
| – | – | 0.1% | 69 |
|
|
2018
Q3 | $757K | Hold |
5,976
| – | – | 0.1% | 69 |
|
|
2018
Q2 | $725K | Hold |
5,976
| – | – | 0.1% | 67 |
|
|
2018
Q1 | $717K | Hold |
5,976
| – | – | 0.1% | 72 |
|
|
2017
Q4 | $743K | Hold |
5,976
| – | – | 0.11% | 74 |
|
|
2017
Q3 | $708K | Sell |
5,976
-918
| -13% | -$109K | 0.11% | 68 |
|
|
2017
Q2 | $803K | Buy |
+6,894
| New | +$803K | 0.13% | 68 |
|