Catawba Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $415K | Buy |
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|
2018
Q1 | $379K | Sell |
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|
2017
Q4 | $383K | Hold |
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|
2017
Q3 | $372K | Hold |
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|
2017
Q2 | $354K | Hold |
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|
2017
Q1 | $345K | Hold |
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|
2016
Q4 | $339K | Hold |
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|
2016
Q3 | $312K | Hold |
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|
2016
Q2 | $289K | Hold |
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|
2016
Q1 | $278K | Hold |
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|
2015
Q4 | $283K | Hold |
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|
2015
Q3 | $274K | Sell |
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|
2015
Q2 | $339K | Buy |
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|
2015
Q1 | $331K | Buy |
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|
2014
Q4 | $294K | Hold |
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|
2014
Q3 | $269K | Hold |
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|
2014
Q2 | $292K | Hold |
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|
2014
Q1 | $286K | Hold |
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|
2013
Q4 | $284K | Buy |
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|
2013
Q3 | $203K | Buy |
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