AG
Appleton Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-39,191
| Closed | -$4.87M | – | 29 |
|
|
2016
Q3 | $4.87M | Sell |
39,191
-11,007
| -22% | -$1.37M | 5.87% | 7 |
|
|
2016
Q2 | $5.77M | Buy |
+50,198
| New | +$5.77M | 9.62% | 5 |
|
|
2016
Q1 | – | Sell |
-77,566
| Closed | -$8.74M | – | 21 |
|
|
2015
Q4 | $8.74M | Buy |
+77,566
| New | +$8.74M | 11.37% | 6 |
|
|
2015
Q3 | – | Sell |
-80,020
| Closed | -$9.99M | – | 20 |
|
|
2015
Q2 | $9.99M | Buy |
80,020
+1,411
| +2% | +$176K | 11.37% | 5 |
|
|
2015
Q1 | $9.78M | Sell |
78,609
-2,216
| -3% | -$276K | 10.4% | 5 |
|
|
2014
Q4 | $9.67M | Buy |
+80,825
| New | +$9.67M | 11.7% | 6 |
|