Avalon 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
Q3 | – | Sell |
-20,535
| Closed | -$2.89M | – | 99 |
|
|
2017
Q2 | $2.89M | Buy |
+20,535
| New | +$2.89M | 2.14% | 17 |
|
|
2015
Q1 | – | Sell |
-22,480
| Closed | -$2.69M | – | 74 |
|
|
2014
Q4 | $2.69M | Buy |
+22,480
| New | +$2.69M | 2.07% | 20 |
|
|
2013
Q3 | – | Sell |
-15,930
| Closed | -$1.55M | – | 89 |
|
|
2013
Q2 | $1.55M | Buy |
+15,930
| New | +$1.55M | 1.52% | 15 |
|