Tectonic 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 |
-89
| Closed | -$13.5K | – | 248 |
|
|
2022
Q4 | $13.5K | Hold |
89
| – | – | ﹤0.01% | 256 |
|
|
2022
Q3 | $12K | Hold |
89
| – | – | ﹤0.01% | 206 |
|
|
2022
Q2 | $13K | Buy |
+89
| New | +$13K | ﹤0.01% | 210 |
|
|
2021
Q2 | – | Sell |
-97
| Closed | -$15K | – | 209 |
|
|
2021
Q1 | $15K | Hold |
97
| – | – | ﹤0.01% | 191 |
|
|
2020
Q4 | $13K | Buy |
+97
| New | +$13K | ﹤0.01% | 177 |
|