South Georgia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.37M | Buy |
14,709
+495
| +3% | +$46.2K | 3.34% | 10 |
|
|
2015
Q2 | $1.47M | Sell |
14,214
-148
| -1% | -$15.3K | 2.96% | 11 |
|
|
2015
Q1 | $1.48M | Buy |
14,362
+629
| +5% | +$64.8K | 2.79% | 9 |
|
|
2014
Q4 | $1.43M | Sell |
13,733
-1,770
| -11% | -$185K | 2.57% | 9 |
|
|
2014
Q3 | $1.55M | Buy |
15,503
+523
| +3% | +$52.4K | 2.29% | 11 |
|
|
2014
Q2 | $1.52M | Buy |
14,980
+524
| +4% | +$53.1K | 1.79% | 10 |
|
|
2014
Q1 | $1.4M | Buy |
14,456
+697
| +5% | +$67.3K | 1.19% | 30 |
|
|
2013
Q4 | $1.3M | Buy |
+13,759
| New | +$1.3M | 0.8% | 38 |
|