WOSD
WFA of San Diego’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.77K | Hold |
38
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $6K | Buy |
+38
| New | +$6K | 0.01% | 299 |
|
|
2023
Q1 | – | Sell |
-39
| Closed | -$5.91K | – | 236 |
|
|
2022
Q4 | $5.91K | Buy |
+39
| New | +$5.91K | ﹤0.01% | 393 |
|
|
2022
Q3 | – | Sell |
-158
| Closed | -$23K | – | 232 |
|
|
2022
Q2 | $23K | Buy |
+158
| New | +$23K | 0.02% | 211 |
|
|
2020
Q3 | – | Sell |
-1,594
| Closed | -$220K | – | 159 |
|
|
2020
Q2 | $220K | Buy |
+1,594
| New | +$220K | 0.05% | 237 |
|