BPWA
Beacon Pointe Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.52M | Sell |
7,079
-237
| -3% | -$50.8K | 0.28% | 76 |
|
2019
Q3 | $1.41M | Sell |
7,316
-37
| -0.5% | -$7.13K | 0.3% | 74 |
|
2019
Q2 | $1.48M | Sell |
7,353
-755
| -9% | -$152K | 0.31% | 69 |
|
2019
Q1 | $1.6M | Sell |
8,108
-140
| -2% | -$27.6K | 0.37% | 56 |
|
2018
Q4 | $1.39M | Buy |
+8,248
| New | +$1.39M | 0.5% | 45 |
|