Ackerman Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$331K | – | 139 |
|
|
2019
Q4 | $331K | Hold |
2,000
| – | – | 0.1% | 142 |
|
|
2019
Q3 | $303K | Hold |
2,000
| – | – | 0.1% | 101 |
|
|
2019
Q2 | $311 | Hold |
2,000
| – | – | ﹤0.01% | 132 |
|
|
2019
Q1 | $306 | Hold |
2,000
| – | – | ﹤0.01% | 129 |
|
|
2018
Q4 | $268 | Buy |
+2,000
| New | +$268 | 0.02% | 117 |
|
|
2018
Q1 | $339K | Buy |
2,221
+1
| +0% | +$153 | 0.14% | 61 |
|
|
2017
Q4 | $329K | Buy |
+2,220
| New | +$329K | 0.14% | 53 |
|
|
2017
Q2 | $313K | Buy |
+2,219
| New | +$313K | 0.13% | 63 |
|