Coe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $716K | Hold |
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|
2021
Q1 | $689K | Sell |
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|
2020
Q4 | $615K | Sell |
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|
2020
Q3 | $488K | Hold |
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|
2020
Q2 | $467K | Hold |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $569K | Sell |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $707K | Sell |
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|
2018
Q4 | $643K | Hold |
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|
2018
Q3 | $809K | Buy |
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|
2018
Q2 | $727K | Hold |
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|
2018
Q1 | $674K | Buy |
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|
2017
Q4 | $658K | Hold |
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|
2017
Q3 | $639K | Sell |
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|
2017
Q2 | $639K | Hold |
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|
2017
Q1 | $624K | Hold |
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|
2016
Q4 | $612K | Sell |
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|
2016
Q3 | $590K | Buy |
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|
2016
Q2 | $512K | Buy |
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|
2016
Q1 | $436K | Sell |
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|
2015
Q4 | $465K | Sell |
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|
2015
Q3 | $487K | Buy |
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|
2015
Q2 | $540K | Buy |
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|
2015
Q1 | $499K | Sell |
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|
2014
Q4 | $521K | Buy |
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|
2014
Q3 | $342K | Sell |
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|
2014
Q2 | $410K | Sell |
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|
2014
Q1 | $419K | Buy |
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|
2013
Q4 | $411K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $302K | Buy |
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