Alta Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,422
| Closed | -$210K | – | 77 |
|
|
2017
Q3 | $210K | Hold |
1,422
| – | – | 0.01% | 81 |
|
|
2017
Q2 | $200K | Sell |
1,422
-34
| -2% | -$4.78K | 0.01% | 85 |
|
|
2017
Q1 | $200K | Sell |
1,456
-470
| -24% | -$64.6K | 0.01% | 85 |
|
|
2016
Q4 | $259K | Hold |
1,926
| – | – | 0.02% | 80 |
|
|
2016
Q3 | $239K | Hold |
1,926
| – | – | 0.01% | 86 |
|
|
2016
Q2 | $221K | Sell |
1,926
-92
| -5% | -$10.6K | 0.01% | 87 |
|
|
2016
Q1 | $223K | Buy |
+2,018
| New | +$223K | 0.01% | 101 |
|