BCM
Beck Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-18,261
| Closed | -$2.26M | – | 125 |
|
|
2015
Q2 | $2.26M | Sell |
18,261
-1,482
| -8% | -$184K | 1.21% | 28 |
|
|
2015
Q1 | $2.45M | Sell |
19,743
-382
| -2% | -$47.3K | 1.4% | 24 |
|
|
2014
Q4 | $2.46M | Buy |
20,125
+12,026
| +148% | +$1.47M | 1.43% | 20 |
|
|
2014
Q3 | $923K | Buy |
+8,099
| New | +$923K | 0.65% | 48 |
|