Community Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-225
| Closed | -$25K | – | 143 |
|
|
2015
Q3 | $25K | Hold |
225
| – | – | 0.01% | 168 |
|
|
2015
Q2 | $28K | Hold |
225
| – | – | 0.01% | 171 |
|
|
2015
Q1 | $28K | Buy |
225
+125
| +125% | +$15.6K | 0.01% | 171 |
|
|
2014
Q4 | $12K | Hold |
100
| – | – | 0.01% | 220 |
|
|
2014
Q3 | $11K | Hold |
100
| – | – | 0.01% | 192 |
|
|
2014
Q2 | $12K | Hold |
100
| – | – | 0.01% | 185 |
|
|
2014
Q1 | $12K | Buy |
+100
| New | +$12K | 0.01% | 184 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$11K | – | 127 |
|
|
2013
Q3 | $11K | Hold |
100
| – | – | 0.01% | 181 |
|
|
2013
Q2 | $10K | Buy |
+100
| New | +$10K | 0.01% | 184 |
|