Carroll Financial Associates’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
Q4 | $868K | Buy |
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|
2021
Q3 | $793K | Hold |
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|
2021
Q2 | $832K | Buy |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $411K | Sell |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $452K | Sell |
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|
2019
Q2 | $508K | Sell |
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|
2019
Q1 | $557K | Buy |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $284K | Buy |
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|
2018
Q2 | $253K | Sell |
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|
2018
Q1 | $303K | Buy |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $269K | Buy |
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|
2017
Q2 | $131K | Buy |
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|
2017
Q1 | $77K | Buy |
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|
2016
Q4 | $76K | Buy |
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|
2016
Q3 | $66K | Sell |
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|
2016
Q2 | $62K | Buy |
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|
2016
Q1 | $44K | Hold |
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|
2015
Q4 | $45K | Sell |
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|
2015
Q3 | $53K | Buy |
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|
2015
Q2 | $50K | Buy |
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|
2015
Q1 | $47K | Buy |
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|
2014
Q4 | $15K | Sell |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $28K | Buy |
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|
2014
Q1 | $15K | Hold |
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|
2013
Q4 | $14K | Hold |
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|
2013
Q3 | $13K | Hold |
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|
2013
Q2 | $12K | Buy |
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