Columbia Partners Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,171
| Closed | -$329K | – | 184 |
|
|
2018
Q1 | $329K | Hold |
2,171
| – | – | 0.04% | 203 |
|
|
2017
Q4 | $330K | Hold |
2,171
| – | – | 0.04% | 191 |
|
|
2017
Q3 | $321K | Hold |
2,171
| – | – | 0.04% | 208 |
|
|
2017
Q2 | $305K | Hold |
2,171
| – | – | 0.04% | 220 |
|
|
2017
Q1 | $298K | Buy |
+2,171
| New | +$298K | 0.04% | 244 |
|
|
2016
Q1 | – | Sell |
-1,915
| Closed | -$215K | – | 346 |
|
|
2015
Q4 | $215K | Buy |
+1,915
| New | +$215K | 0.01% | 329 |
|
|
2015
Q1 | – | Sell |
-2,530
| Closed | -$302K | – | 341 |
|
|
2014
Q4 | $302K | Buy |
+2,530
| New | +$302K | 0.02% | 319 |
|