Pinnacle Advisory Group’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
Q1 | – | Sell |
-11,088
| Closed | -$1.38M | – | 197 |
|
|
2017
Q4 | $1.38M | Buy |
11,088
+607
| +6% | +$75.5K | 0.08% | 65 |
|
|
2017
Q3 | $1.24M | Sell |
10,481
-334
| -3% | -$39.6K | 0.08% | 60 |
|
|
2017
Q2 | $1.26M | Hold |
10,815
| – | – | 0.08% | 64 |
|
|
2017
Q1 | $1.24M | Sell |
10,815
-129
| -1% | -$14.8K | 0.08% | 62 |
|
|
2016
Q4 | $1.23M | Buy |
10,944
+248
| +2% | +$27.8K | 0.08% | 60 |
|
|
2016
Q3 | $1.12M | Buy |
+10,696
| New | +$1.12M | 0.09% | 42 |
|