Crewe Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-242
| Closed | -$31K | – | 213 |
|
|
2019
Q4 | $31K | Hold |
242
| – | – | 0.01% | 132 |
|
|
2019
Q3 | $29K | Buy |
242
+225
| +1,324% | +$27K | 0.01% | 145 |
|
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 266 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 217 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 216 |
|
|
2018
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 228 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 242 |
|
|
2018
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 258 |
|
|
2017
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 257 |
|