CT Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $122K | Buy |
754
+1
| +0.1% | +$162 | 0.08% | 184 |
|
|
2016
Q4 | $116K | Buy |
753
+3
| +0.4% | +$462 | 0.07% | 185 |
|
|
2016
Q3 | $112K | Sell |
750
-238
| -24% | -$35.4K | 0.07% | 189 |
|
|
2016
Q2 | $136K | Sell |
988
-2,148
| -68% | -$295K | 0.08% | 174 |
|
|
2016
Q1 | $416K | Buy |
3,136
+6
| +0.2% | +$796 | 0.23% | 95 |
|
|
2015
Q4 | $436K | Buy |
3,130
+15
| +0.5% | +$2.09K | 0.25% | 92 |
|
|
2015
Q3 | $417K | Sell |
3,115
-65
| -2% | -$8.71K | 0.26% | 90 |
|
|
2015
Q2 | $492K | Hold |
3,180
| – | – | 0.28% | 90 |
|
|
2015
Q1 | $482K | Buy |
3,180
+6
| +0.2% | +$909 | 0.27% | 90 |
|
|
2014
Q4 | $452K | Buy |
+3,174
| New | +$452K | 0.34% | 73 |
|
|
2014
Q1 | $482K | Buy |
+3,180
| New | +$482K | 0.27% | 90 |
|