BWM
Braver Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.45M | Sell |
10,717
-677
| -6% | -$91.3K | 0.23% | 87 |
|
|
2016
Q3 | $1.42M | Buy |
11,394
+90
| +0.8% | +$11.2K | 0.24% | 81 |
|
|
2016
Q2 | $1.3M | Sell |
11,304
-64,441
| -85% | -$7.41M | 0.22% | 71 |
|
|
2016
Q1 | $8.38M | Buy |
75,745
+61,314
| +425% | +$6.78M | 1.38% | 17 |
|
|
2015
Q4 | $1.63M | Buy |
14,431
+1,920
| +15% | +$216K | 0.33% | 60 |
|
|
2015
Q3 | $1.37M | Buy |
12,511
+2,863
| +30% | +$313K | 0.34% | 55 |
|
|
2015
Q2 | $1.2M | Sell |
9,648
-1,525
| -14% | -$190K | 0.29% | 58 |
|
|
2015
Q1 | $1.39M | Sell |
11,173
-89,483
| -89% | -$11.1M | 0.29% | 57 |
|
|
2014
Q4 | $12M | Buy |
100,656
+93,970
| +1,405% | +$11.2M | 2.47% | 12 |
|
|
2014
Q3 | $731K | Sell |
6,686
-121,508
| -95% | -$13.3M | 0.22% | 60 |
|
|
2014
Q2 | $15.2M | Buy |
128,194
+108,479
| +550% | +$12.9M | 3.93% | 6 |
|
|
2014
Q1 | $2.29M | Sell |
19,715
-385
| -2% | -$44.8K | 0.66% | 24 |
|
|
2013
Q4 | $2.32M | Sell |
20,100
-2,462
| -11% | -$284K | 0.8% | 23 |
|
|
2013
Q3 | $2.41M | Buy |
22,562
+13,429
| +147% | +$1.43M | 0.83% | 22 |
|
|
2013
Q2 | $886K | Buy |
+9,133
| New | +$886K | 0.41% | 45 |
|