Confluence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.26M | Sell |
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|
2020
Q2 | $5.06M | Sell |
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|
2020
Q1 | $4.09M | Buy |
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|
2019
Q4 | $5.79M | Buy |
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|
2019
Q3 | $5.26M | Sell |
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|
2019
Q2 | $5.8M | Sell |
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|
2019
Q1 | $5.87M | Buy |
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|
2018
Q4 | $4.91M | Buy |
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|
2018
Q3 | $5.84M | Sell |
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|
2018
Q2 | $5.8M | Sell |
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|
2018
Q1 | $5.56M | Sell |
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|
2017
Q4 | $6.05M | Sell |
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|
2017
Q3 | $6.12M | Sell |
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|
2017
Q2 | $6.71M | Buy |
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|
2017
Q1 | $6.52M | Buy |
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|
2016
Q4 | $5.82M | Sell |
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|
2016
Q3 | $6.83M | Sell |
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|
2016
Q2 | $7.48M | Sell |
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|
2016
Q1 | $8.15M | Buy |
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|
2015
Q4 | $7.9M | Buy |
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|
2015
Q3 | $7.61M | Buy |
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|
2015
Q2 | $8.62M | Buy |
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|
2015
Q1 | $7.47M | Buy |
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|
2014
Q4 | $6.75M | Buy |
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|
2014
Q3 | $5.98M | Buy |
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|
2014
Q2 | $6.16M | Buy |
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|
2014
Q1 | $4.26M | Buy |
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