TVWM
Tower View Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42
| Closed | -$8K | – | 210 |
|
|
2024
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 142 |
|
|
2024
Q2 | $7.32K | Hold |
42
| – | – | ﹤0.01% | 140 |
|
|
2024
Q1 | $7.48K | Hold |
42
| – | – | ﹤0.01% | 141 |
|
|
2023
Q4 | $7K | Buy |
42
+1
| +2% | +$167 | ﹤0.01% | 136 |
|
|
2023
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 132 |
|
|
2023
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 137 |
|
|
2023
Q1 | $6K | Hold |
41
| – | – | ﹤0.01% | 127 |
|
|
2022
Q4 | $6K | Buy |
41
+1
| +3% | +$146 | ﹤0.01% | 133 |
|
|
2022
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 137 |
|
|
2022
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 131 |
|
|
2022
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 155 |
|
|
2021
Q4 | $7K | Hold |
40
| – | – | ﹤0.01% | 165 |
|
|
2021
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 196 |
|
|
2021
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 149 |
|
|
2021
Q1 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 157 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$4K | – | 145 |
|
|
2019
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 123 |
|
|
2018
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 122 |
|
|
2018
Q3 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 139 |
|