Cedar Brook Financial Partners’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
Q4
Sell
-2,414
Closed -$365K 308
2019
Q3
$365K Sell
2,414
-1,394
-37% -$211K 0.16% 183
2019
Q2
$592K Buy
3,808
+8
+0.2% +$1.24K 0.27% 118
2019
Q1
$582K Sell
3,800
-47
-1% -$7.2K 0.28% 113
2018
Q4
$515K Buy
+3,847
New +$515K 0.31% 105