Brightworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,807
| Closed | -$962K | – | 87 |
|
|
2019
Q4 | $962K | Buy |
5,807
+4,052
| +231% | +$671K | 0.18% | 54 |
|
|
2019
Q3 | $266K | Sell |
1,755
-264
| -13% | -$40K | 0.06% | 79 |
|
|
2019
Q2 | $314K | Buy |
2,019
+450
| +29% | +$70K | 0.07% | 73 |
|
|
2019
Q1 | $240K | Sell |
1,569
-2,418
| -61% | -$370K | 0.05% | 85 |
|
|
2018
Q4 | $534K | Buy |
+3,987
| New | +$534K | 0.12% | 58 |
|
|
2017
Q4 | – | Sell |
-2,385
| Closed | -$353K | – | 127 |
|
|
2017
Q3 | $353K | Buy |
+2,385
| New | +$353K | 0.09% | 86 |
|
|
2016
Q1 | – | Sell |
-2,174
| Closed | -$245K | – | 16 |
|
|
2015
Q4 | $245K | Buy |
+2,174
| New | +$245K | 0.25% | 12 |
|