Winthrop Partners - WNY’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
Q3 | $64.1K | Hold |
500
| – | – | 0.04% | 170 |
|
|
2019
Q2 | $63.6K | Hold |
500
| – | – | 0.05% | 144 |
|
|
2019
Q1 | $62.4K | Hold |
500
| – | – | 0.05% | 142 |
|
|
2018
Q4 | $55.5K | Hold |
500
| – | – | 0.05% | 144 |
|
|
2018
Q3 | $63.3K | Hold |
500
| – | – | 0.05% | 165 |
|
|
2018
Q2 | $60.7K | Hold |
500
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $59.5K | Buy |
+500
| New | +$59.5K | 0.05% | 197 |
|