Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-248
| Closed | -$23K | – | 255 |
|
|
2015
Q3 | $23K | Buy |
+248
| New | +$23K | 0.01% | 245 |
|
|
2014
Q1 | – | Sell |
-241
| Closed | -$23K | – | 180 |
|
|
2013
Q4 | $23K | Sell |
241
-293
| -55% | -$28K | 0.01% | 254 |
|
|
2013
Q3 | $46K | Sell |
534
-9
| -2% | -$775 | 0.03% | 183 |
|
|
2013
Q2 | $45K | Buy |
+543
| New | +$45K | 0.03% | 174 |
|