Edmond de Rothschild (Suisse)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $224K | Sell |
1,805
-348
| -16% | -$43.2K | 0.07% | 197 |
|
|
2016
Q2 | $247K | Buy |
2,153
+1,753
| +438% | +$201K | 0.08% | 168 |
|
|
2016
Q1 | $44K | Hold |
400
| – | – | 0.02% | 267 |
|
|
2015
Q4 | $45K | Hold |
400
| – | – | 0.02% | 258 |
|
|
2015
Q3 | $44K | Sell |
400
-147
| -27% | -$16.2K | 0.01% | 285 |
|
|
2015
Q2 | $68K | Buy |
+547
| New | +$68K | 0.02% | 254 |
|