Advantage Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-52
| Closed | -$6K | – | 969 |
|
2018
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 758 |
|
2018
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 788 |
|
2018
Q2 | $7K | Hold |
52
| – | – | 0.01% | 708 |
|
2018
Q1 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 773 |
|
2017
Q4 | – | Sell |
-61
| Closed | -$8K | – | 1034 |
|
2017
Q3 | $8K | Hold |
61
| – | – | ﹤0.01% | 738 |
|
2017
Q2 | $7K | Hold |
61
| – | – | ﹤0.01% | 771 |
|
2017
Q1 | $7K | Hold |
61
| – | – | ﹤0.01% | 751 |
|
2016
Q4 | $7K | Sell |
61
-276
| -82% | -$31.7K | ﹤0.01% | 697 |
|
2016
Q3 | $35K | Buy |
337
+276
| +452% | +$28.7K | 0.01% | 401 |
|
2016
Q2 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 672 |
|