Burt Wealth 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
Q3 | – | Sell |
-58
| Closed | -$9K | – | 343 |
|
|
2019
Q2 | $9K | Hold |
58
| – | – | ﹤0.01% | 275 |
|
|
2019
Q1 | $9K | Sell |
58
-121
| -68% | -$18.8K | ﹤0.01% | 280 |
|
|
2018
Q4 | $24K | Hold |
179
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $30K | Buy |
179
+121
| +209% | +$20.3K | 0.01% | 220 |
|
|
2018
Q2 | $9K | Hold |
58
| – | – | ﹤0.01% | 289 |
|
|
2018
Q1 | $9K | Buy |
+58
| New | +$9K | ﹤0.01% | 293 |
|