Bristol Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,700
| Closed | -$1.03M | – | 49 |
|
|
2018
Q4 | $1.03M | Buy |
+7,700
| New | +$1.03M | 1.24% | 13 |
|
|
2017
Q4 | – | Sell |
-4,100
| Closed | -$608K | – | 81 |
|
|
2017
Q3 | $608K | Buy |
+4,100
| New | +$608K | 0.61% | 35 |
|
|
2017
Q2 | – | Sell |
-4,800
| Closed | -$660K | – | 62 |
|
|
2017
Q1 | $660K | Buy |
+4,800
| New | +$660K | 0.75% | 16 |
|