CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $805K | Sell |
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|
2016
Q4 | $791K | Sell |
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|
2016
Q3 | $729K | Sell |
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|
2016
Q2 | $761K | Sell |
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|
2016
Q1 | $760K | Buy |
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|
2015
Q4 | $773K | Sell |
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|
2015
Q3 | $755K | Sell |
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|
2015
Q2 | $872K | Sell |
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|
2015
Q1 | $872K | Sell |
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|
2014
Q4 | $844K | Buy |
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|
2014
Q1 | $872K | Buy |
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