Peoples Bank (Ohio)’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
Q1 | – | Sell |
-1,760
| Closed | -$240K | – | 91 |
|
|
2019
Q4 | $240K | Buy |
1,760
+88
| +5% | +$12K | 0.15% | 91 |
|
|
2019
Q3 | $214K | Hold |
1,672
| – | – | 0.14% | 97 |
|
|
2019
Q2 | $213K | Sell |
1,672
-200
| -11% | -$25.5K | 0.13% | 96 |
|
|
2019
Q1 | $231K | Hold |
1,872
| – | – | 0.15% | 90 |
|
|
2018
Q4 | $208K | Hold |
1,872
| – | – | 0.14% | 98 |
|
|
2018
Q3 | $237K | Hold |
1,872
| – | – | 0.14% | 93 |
|
|
2018
Q2 | $227K | Buy |
+1,872
| New | +$227K | 0.13% | 94 |
|
|
2016
Q1 | – | Sell |
-2,195
| Closed | -$215K | – | 104 |
|
|
2015
Q4 | $215K | Buy |
+2,195
| New | +$215K | 0.13% | 99 |
|