CAM
Cypress Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,210
| Closed | -$267K | – | 136 |
|
|
2021
Q1 | $267K | Hold |
1,210
| – | – | 0.07% | 125 |
|
|
2020
Q4 | $237K | Buy |
+1,210
| New | +$237K | 0.07% | 135 |
|
|
2014
Q3 | – | Sell |
-1,843
| Closed | -$219K | – | 205 |
|
|
2014
Q2 | $219K | Hold |
1,843
| – | – | 0.04% | 198 |
|
|
2014
Q1 | $214K | Hold |
1,843
| – | – | 0.04% | 189 |
|
|
2013
Q4 | $213K | Sell |
1,843
-300
| -14% | -$34.7K | 0.04% | 190 |
|
|
2013
Q3 | $228K | Hold |
2,143
| – | – | 0.04% | 177 |
|
|
2013
Q2 | $208K | Buy |
+2,143
| New | +$208K | 0.04% | 184 |
|