Windsor Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $2.11M | Sell |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.5M | Sell |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.33M | Sell |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $1.91M | Sell |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $914K | Buy |
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|
2019
Q2 | $832K | Buy |
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|
2019
Q1 | $725K | Sell |
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|
2018
Q4 | $667K | Buy |
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