Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$30K | – | 335 |
|
|
2018
Q2 | $30K | Buy |
+250
| New | +$30K | 0.02% | 133 |
|
|
2015
Q2 | – | Sell |
-381
| Closed | -$39K | – | 317 |
|
|
2015
Q1 | $39K | Buy |
+381
| New | +$39K | 0.02% | 92 |
|
|
2014
Q4 | – | Sell |
-203
| Closed | -$20K | – | 109 |
|
|
2014
Q3 | $20K | Buy |
203
+2
| +1% | +$197 | 0.01% | 102 |
|
|
2014
Q2 | $20K | Hold |
201
| – | – | 0.01% | 129 |
|
|
2014
Q1 | $19K | Buy |
+201
| New | +$19K | 0.01% | 140 |
|