Whitener Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-485
| Closed | -$62K | – | 276 |
|
|
2019
Q3 | $62K | Hold |
485
| – | – | 0.03% | 202 |
|
|
2019
Q2 | $61K | Hold |
485
| – | – | 0.03% | 205 |
|
|
2019
Q1 | $59K | Hold |
485
| – | – | 0.04% | 200 |
|
|
2018
Q4 | $53K | Hold |
485
| – | – | 0.04% | 188 |
|
|
2018
Q3 | $61K | Buy |
+485
| New | +$61K | 0.04% | 182 |
|
|
2018
Q2 | – | Sell |
-485
| Closed | -$58K | – | 252 |
|
|
2018
Q1 | $58K | Hold |
485
| – | – | 0.04% | 182 |
|
|
2017
Q4 | $60K | Buy |
+485
| New | +$60K | 0.05% | 174 |
|