American Financial Network Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $379K | Sell |
2,505
-876
| -26% | -$133K | 0.57% | 46 |
|
|
2019
Q2 | $519K | Sell |
3,381
-732
| -18% | -$112K | 0.41% | 67 |
|
|
2019
Q1 | $622K | Sell |
4,113
-607
| -13% | -$91.8K | 0.46% | 55 |
|
|
2018
Q4 | $632K | Buy |
4,720
+326
| +7% | +$43.7K | 0.45% | 70 |
|
|
2018
Q3 | $743K | Buy |
4,394
+4,356
| +11,463% | +$737K | 0.39% | 75 |
|
|
2018
Q2 | $791 | Hold |
38
| – | – | 0.43% | 72 |
|
|
2018
Q1 | $734 | Sell |
38
-7,344
| -99% | -$142K | 0.38% | 74 |
|
|
2017
Q4 | $1.13M | Sell |
7,382
-2,648
| -26% | -$404K | 0.47% | 65 |
|
|
2017
Q3 | $1.49M | Buy |
+10,030
| New | +$1.49M | 0.64% | 42 |
|