Buckingham Capital Management (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,886
| Closed | -$235K | – | 173 |
|
|
2015
Q1 | $235K | Sell |
1,886
-1,510
| -44% | -$188K | 0.07% | 171 |
|
|
2014
Q4 | $406K | Sell |
3,396
-1,090
| -24% | -$130K | 0.12% | 142 |
|
|
2014
Q3 | $491K | Sell |
4,486
-495
| -10% | -$54.2K | 0.15% | 128 |
|
|
2014
Q2 | $592K | Sell |
4,981
-300
| -6% | -$35.7K | 0.19% | 125 |
|
|
2014
Q1 | $614K | Sell |
5,281
-415
| -7% | -$48.3K | 0.21% | 123 |
|
|
2013
Q4 | $657K | Sell |
5,696
-310
| -5% | -$35.8K | 0.23% | 114 |
|
|
2013
Q3 | $640K | Sell |
6,006
-565
| -9% | -$60.2K | 0.26% | 113 |
|
|
2013
Q2 | $637K | Buy |
+6,571
| New | +$637K | 0.26% | 110 |
|