Capital Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $709K | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $177K | Sell |
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|
2019
Q4 | $649K | Buy |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $507K | Buy |
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|
2019
Q1 | $350K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $44K | Hold |
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|
2017
Q2 | $42K | Buy |
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