Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-735
| Closed | -$216K | – | 386 |
|
|
2021
Q3 | $216K | Sell |
735
-7
| -0.9% | -$2.06K | 0.06% | 317 |
|
|
2021
Q2 | $231K | Sell |
742
-94
| -11% | -$29.3K | 0.07% | 329 |
|
|
2021
Q1 | $251K | Sell |
836
-10
| -1% | -$3K | 0.09% | 265 |
|
|
2020
Q4 | $243K | Sell |
846
-838
| -50% | -$241K | 0.09% | 266 |
|
|
2020
Q3 | $373K | Buy |
1,684
+466
| +38% | +$103K | 0.15% | 176 |
|
|
2020
Q2 | $252K | Buy |
+1,218
| New | +$252K | 0.11% | 222 |
|
|
2020
Q1 | – | Sell |
-1,281
| Closed | -$274K | – | 270 |
|
|
2019
Q4 | $274K | Buy |
1,281
+3
| +0.2% | +$642 | 0.12% | 216 |
|
|
2019
Q3 | $246K | Sell |
1,278
-11
| -0.9% | -$2.12K | 0.11% | 231 |
|
|
2019
Q2 | $259K | Sell |
1,289
-319
| -20% | -$64.1K | 0.12% | 231 |
|
|
2019
Q1 | $316K | Buy |
1,608
+149
| +10% | +$29.3K | 0.15% | 194 |
|
|
2018
Q4 | $245K | Buy |
+1,459
| New | +$245K | 0.15% | 191 |
|