Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $276K | Hold |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $298K | Sell |
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|
2016
Q4 | $305K | Sell |
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|
2016
Q3 | $285K | Buy |
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|
2016
Q2 | $257K | Sell |
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|
2016
Q1 | $268K | Sell |
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|
2015
Q4 | $297K | Sell |
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|
2015
Q3 | $290K | Sell |
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|
2015
Q2 | $351K | Buy |
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|
2015
Q1 | $348K | Sell |
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|
2014
Q4 | $451K | Sell |
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|
2014
Q3 | $758K | Sell |
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|
2014
Q2 | $859K | Sell |
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|
2014
Q1 | $854K | Sell |
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|
2013
Q4 | $855K | Sell |
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|
2013
Q3 | $793K | Sell |
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|
2013
Q2 | $761K | Buy |
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