CHFS
Cobble Hill Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $3.99M | Sell |
36,500
-7,500
| -17% | -$820K | 0.74% | 27 |
|
2014
Q2 | $5.23M | Hold |
44,000
| – | – | 0.87% | 25 |
|
2014
Q1 | $5.12M | Buy |
44,000
+2,000
| +5% | +$233K | 0.84% | 25 |
|
2013
Q4 | $4.85M | Buy |
42,000
+6,000
| +17% | +$692K | 0.84% | 25 |
|
2013
Q3 | $3.84M | Buy |
36,000
+1,200
| +3% | +$128K | 0.65% | 29 |
|
2013
Q2 | $3.38M | Buy |
+34,800
| New | +$3.38M | 0.69% | 29 |
|