Bell Rock Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-77
| Closed | -$13K | – | 443 |
|
|
2018
Q3 | $13K | Buy |
77
+1
| +1% | +$169 | 0.01% | 342 |
|
|
2018
Q2 | $13K | Hold |
76
| – | – | 0.01% | 357 |
|
|
2018
Q1 | $12K | Hold |
76
| – | – | 0.01% | 359 |
|
|
2017
Q4 | $12K | Hold |
76
| – | – | 0.01% | 345 |
|
|
2017
Q3 | $11K | Hold |
76
| – | – | 0.01% | 336 |
|
|
2017
Q2 | $11K | Hold |
76
| – | – | 0.01% | 336 |
|
|
2017
Q1 | $10K | Buy |
76
+1
| +1% | +$132 | 0.01% | 300 |
|
|
2016
Q4 | $10K | Buy |
+75
| New | +$10K | 0.01% | 290 |
|