SteelBridge Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $618K | Buy |
5,155
+357
| +7% | +$42.8K | 5.35% | 3 |
|
|
2017
Q4 | $597K | Buy |
4,798
+412
| +9% | +$51.3K | 5.03% | 5 |
|
|
2017
Q3 | $520K | Sell |
4,386
-2,206
| -33% | -$262K | 4.99% | 5 |
|
|
2017
Q2 | $767K | Hold |
6,592
| – | – | 1.08% | 20 |
|
|
2017
Q1 | $758K | Buy |
6,592
+622
| +10% | +$71.5K | 1.15% | 18 |
|
|
2016
Q4 | $673K | Buy |
5,970
+2,023
| +51% | +$228K | 1.06% | 19 |
|
|
2016
Q3 | $417K | Buy |
3,947
+142
| +4% | +$15K | 1.21% | 18 |
|
|
2016
Q2 | $399K | Buy |
+3,805
| New | +$399K | 1.21% | 19 |
|