BPWA
Beacon Pointe Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.99M | Buy |
24,126
+37
| +0.2% | +$6.12K | 0.74% | 33 |
|
|
2019
Q3 | $3.65M | Buy |
24,089
+2,534
| +12% | +$383K | 0.77% | 27 |
|
|
2019
Q2 | $3.35M | Sell |
21,555
-717
| -3% | -$111K | 0.71% | 30 |
|
|
2019
Q1 | $3.41M | Sell |
22,272
-1,555
| -7% | -$238K | 0.78% | 27 |
|
|
2018
Q4 | $3.19M | Buy |
+23,827
| New | +$3.19M | 1.15% | 16 |
|