Peterson Wealth Advisors’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 |
-1,500
| Closed | -$205K | – | 55 |
|
|
2019
Q4 | $205K | Sell |
1,500
-1,321
| -47% | -$181K | 0.12% | 44 |
|
|
2019
Q3 | $362K | Buy |
2,821
+18
| +0.6% | +$2.31K | 0.22% | 29 |
|
|
2019
Q2 | $357K | Buy |
2,803
+16
| +0.6% | +$2.04K | 0.23% | 29 |
|
|
2019
Q1 | $353K | Buy |
2,787
+15
| +0.5% | +$1.9K | 0.24% | 29 |
|
|
2018
Q4 | $308K | Buy |
2,772
+39
| +1% | +$4.33K | 0.24% | 30 |
|
|
2018
Q3 | $346K | Buy |
2,733
+16
| +0.6% | +$2.03K | 0.25% | 31 |
|
|
2018
Q2 | $330K | Sell |
2,717
-7
| -0.3% | -$850 | 0.27% | 32 |
|
|
2018
Q1 | $327K | Sell |
2,724
-672
| -20% | -$80.7K | 0.27% | 35 |
|
|
2017
Q4 | $422K | Buy |
+3,396
| New | +$422K | 0.38% | 32 |
|