Baltimore-Washington Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-158
| Closed | -$16K | – | 284 |
|
|
2015
Q2 | $16K | Buy |
158
+110
| +229% | +$11.1K | ﹤0.01% | 167 |
|
|
2015
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 230 |
|
|
2014
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 227 |
|
|
2014
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 248 |
|
|
2013
Q3 | – | Sell |
-50
| Closed | -$4K | – | 214 |
|
|
2013
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 166 |
|