Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,403
| Closed | -$178K | – | 833 |
|
|
2019
Q2 | $178K | Hold |
1,403
| – | – | 0.06% | 139 |
|
|
2019
Q1 | $173K | Hold |
1,403
| – | – | 0.06% | 145 |
|
|
2018
Q4 | $156K | Hold |
1,403
| – | – | 0.07% | 126 |
|
|
2018
Q3 | $178K | Hold |
1,403
| – | – | 0.06% | 132 |
|
|
2018
Q2 | $170K | Hold |
1,403
| – | – | 0.07% | 139 |
|
|
2018
Q1 | $168K | Hold |
1,403
| – | – | 0.05% | 140 |
|
|
2017
Q4 | $174K | Hold |
1,403
| – | – | 0.06% | 136 |
|
|
2017
Q3 | $166K | Hold |
1,403
| – | – | 0.07% | 183 |
|
|
2017
Q2 | $165K | Hold |
1,403
| – | – | 0.07% | 190 |
|
|
2017
Q1 | $161K | Hold |
1,403
| – | – | 0.07% | 185 |
|
|
2016
Q4 | $157K | Hold |
1,403
| – | – | 0.07% | 149 |
|
|
2016
Q3 | $148K | Hold |
1,403
| – | – | 0.09% | 148 |
|
|
2016
Q2 | $148K | Hold |
1,403
| – | – | 0.09% | 149 |
|
|
2016
Q1 | $139K | Buy |
+1,403
| New | +$139K | 0.12% | 118 |
|