WP Advisors’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
Q2 | – | Sell |
-256
| Closed | -$317 | – | 112 |
|
|
2019
Q1 | $317 | Buy |
+256
| New | +$317 | 0.03% | 150 |
|
|
2018
Q4 | – | Sell |
-252
| Closed | -$32K | – | 148 |
|
|
2018
Q3 | $32K | Buy |
252
+2
| +0.8% | +$254 | 0.03% | 153 |
|
|
2018
Q2 | $30K | Buy |
+250
| New | +$30K | 0.03% | 158 |
|