Cypress Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $239K | Hold |
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|
2018
Q2 | $232K | Hold |
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|
2018
Q1 | $215K | Sell |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $402K | Sell |
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|
2017
Q2 | $951K | Sell |
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|
2017
Q1 | $2.68M | Buy |
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|
2016
Q4 | $2.34M | Hold |
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|
2016
Q3 | $2.16M | Buy |
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|
2016
Q2 | $1.81M | Sell |
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|
2016
Q1 | $2.6M | Buy |
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|
2015
Q4 | $2.63M | Buy |
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|
2015
Q3 | $2.54M | Buy |
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|
2015
Q2 | $2.21M | Buy |
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