PWA
Phoenix Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,690
| Closed | -$295K | – | 124 |
|
|
2024
Q2 | $295K | Sell |
1,690
-230
| -12% | -$40.1K | 0.15% | 102 |
|
|
2024
Q1 | $344K | Sell |
1,920
-280
| -13% | -$50.2K | 0.21% | 88 |
|
|
2023
Q4 | $365K | Hold |
2,200
| – | – | 0.25% | 76 |
|
|
2023
Q3 | $334K | Hold |
2,200
| – | – | 0.2% | 73 |
|
|
2023
Q2 | $347K | Hold |
2,200
| – | – | 0.2% | 72 |
|
|
2023
Q1 | $335K | Hold |
2,200
| – | – | 0.21% | 67 |
|
|
2022
Q4 | $334K | Buy |
2,200
+285
| +15% | +$43.2K | 0.2% | 67 |
|
|
2022
Q3 | $260K | Buy |
+1,915
| New | +$260K | 0.26% | 81 |
|
|
2021
Q4 | – | Sell |
-297
| Closed | -$46K | – | 239 |
|
|
2021
Q3 | $46K | Hold |
297
| – | – | 0.03% | 198 |
|
|
2021
Q2 | $47K | Hold |
297
| – | – | 0.03% | 192 |
|
|
2021
Q1 | $45K | Buy |
297
+90
| +43% | +$13.6K | 0.04% | 197 |
|
|
2020
Q4 | $28K | Buy |
+207
| New | +$28K | 0.02% | 230 |
|