Catamount Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25
| Closed | -$5K | – | 215 |
|
|
2018
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 163 |
|
|
2018
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 162 |
|
|
2018
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 158 |
|
|
2017
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 160 |
|
|
2017
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 158 |
|
|
2017
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 147 |
|
|
2017
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 154 |
|
|
2016
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 141 |
|