Redmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,000
| Closed | -$607K | – | 91 |
|
|
2022
Q4 | $607K | Hold |
4,000
| – | – | 0.71% | 31 |
|
|
2022
Q3 | $544K | Hold |
4,000
| – | – | 0.71% | 31 |
|
|
2022
Q2 | $580K | Hold |
4,000
| – | – | 0.7% | 32 |
|
|
2022
Q1 | $664K | Hold |
4,000
| – | – | 0.71% | 31 |
|
|
2021
Q4 | $672K | Buy |
+4,000
| New | +$672K | 0.72% | 32 |
|