Well Done LLC’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 |
-6,020
| Closed | -$900K | – | 184 |
|
|
2022
Q4 | $900K | Buy |
+6,020
| New | +$900K | 0.19% | 64 |
|
|
2018
Q2 | – | Sell |
-170
| Closed | -$20K | – | 325 |
|
|
2018
Q1 | $20K | Buy |
+170
| New | +$20K | 0.01% | 336 |
|
|
2017
Q4 | – | Sell |
-9,220
| Closed | -$1.09M | – | 134 |
|
|
2017
Q3 | $1.09M | Buy |
9,220
+170
| +2% | +$20.2K | 0.34% | 48 |
|
|
2017
Q2 | $1.05M | Hold |
9,050
| – | – | 0.37% | 41 |
|
|
2017
Q1 | $1.04M | Buy |
+9,050
| New | +$1.04M | 0.37% | 41 |
|