PYA Waltman Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-585
| Closed | -$80K | – | 124 |
|
|
2022
Q3 | $80K | Hold |
585
| – | – | 0.05% | 81 |
|
|
2022
Q2 | $85K | Hold |
585
| – | – | 0.05% | 84 |
|
|
2022
Q1 | $97K | Hold |
585
| – | – | 0.05% | 74 |
|
|
2021
Q4 | $98K | Buy |
+585
| New | +$98K | 0.05% | 70 |
|
|
2021
Q2 | – | Sell |
-585
| Closed | -$89K | – | 42 |
|
|
2021
Q1 | $89K | Buy |
+585
| New | +$89K | 0.05% | 38 |
|