AIA
Affinity Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,870
| Closed | -$310K | – | 146 |
|
|
2019
Q4 | $310K | Buy |
+1,870
| New | +$310K | 0.11% | 125 |
|
|
2019
Q1 | – | Sell |
-1,850
| Closed | -$248K | – | 142 |
|
|
2018
Q4 | $248K | Buy |
+1,850
| New | +$248K | 0.04% | 128 |
|
|
2018
Q3 | – | Sell |
-1,765
| Closed | -$289K | – | 162 |
|
|
2018
Q2 | $289K | Buy |
+1,765
| New | +$289K | 0.04% | 166 |
|
|
2017
Q2 | – | Sell |
-2,295
| Closed | -$316K | – | 182 |
|
|
2017
Q1 | $316K | Buy |
+2,295
| New | +$316K | 0.03% | 143 |
|
|
2016
Q3 | – | Sell |
-1,809
| Closed | -$208K | – | 164 |
|
|
2016
Q2 | $208K | Buy |
+1,809
| New | +$208K | 0.02% | 153 |
|