Semmax Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$45 | – | 435 |
|
|
2024
Q1 | – | Hold |
0
| – | -$42 | – | 399 |
|
|
2023
Q4 | – | Hold |
0
| – | -$38 | – | 398 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 365 |
|
|
2020
Q3 | – | Sell |
-89
| Closed | -$10K | – | 265 |
|
|
2020
Q2 | $10K | Hold |
89
| – | – | 0.01% | 159 |
|
|
2020
Q1 | $9K | Hold |
89
| – | – | 0.01% | 159 |
|
|
2019
Q4 | $12K | Hold |
89
| – | – | 0.01% | 160 |
|
|
2019
Q3 | $11K | Hold |
89
| – | – | 0.01% | 169 |
|
|
2019
Q2 | $11K | Sell |
89
-109
| -55% | -$13.5K | 0.01% | 176 |
|
|
2019
Q1 | $24K | Hold |
198
| – | – | 0.02% | 246 |
|
|
2018
Q4 | $22K | Buy |
+198
| New | +$22K | 0.02% | 271 |
|