Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-660
| Closed | -$123K | – | 495 |
|
|
2017
Q4 | $123K | Hold |
660
| – | – | 0.02% | 230 |
|
|
2017
Q3 | $118K | Hold |
660
| – | – | 0.02% | 224 |
|
|
2017
Q2 | $111K | Hold |
660
| – | – | 0.02% | 228 |
|
|
2017
Q1 | $107K | Hold |
660
| – | – | 0.02% | 227 |
|
|
2016
Q4 | $102K | Hold |
660
| – | – | 0.02% | 226 |
|
|
2016
Q3 | $98K | Buy |
660
+160
| +32% | +$23.8K | 0.02% | 230 |
|
|
2016
Q2 | $69K | Hold |
500
| – | – | 0.01% | 242 |
|
|
2016
Q1 | $66K | Buy |
+500
| New | +$66K | 0.01% | 276 |
|