Atherton Lane Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $285K | Hold |
2,045
| – | – | 0.02% | 188 |
|
2015
Q3 | $274K | Sell |
2,045
-100
| -5% | -$13.4K | 0.02% | 193 |
|
2015
Q2 | $332K | Buy |
2,145
+100
| +5% | +$15.5K | 0.02% | 175 |
|
2015
Q1 | $310K | Hold |
2,045
| – | – | 0.02% | 211 |
|
2014
Q4 | $291K | Hold |
2,045
| – | – | 0.02% | 227 |
|
2014
Q3 | $265K | Buy |
2,045
+225
| +12% | +$29.2K | 0.02% | 226 |
|
2014
Q2 | $252K | Buy |
+1,820
| New | +$252K | 0.01% | 240 |
|