FCB
First Command Bank’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-205
| Closed | -$34K | – | 408 |
|
|
2022
Q3 | $34K | Hold |
205
| – | – | ﹤0.01% | 252 |
|
|
2022
Q2 | $35K | Sell |
205
-77
| -27% | -$13.1K | 0.01% | 255 |
|
|
2022
Q1 | $58K | Sell |
282
-407
| -59% | -$83.7K | 0.01% | 228 |
|
|
2021
Q4 | $151K | Hold |
689
| – | – | 0.03% | 160 |
|
|
2021
Q3 | $151K | Sell |
689
-66
| -9% | -$14.5K | 0.03% | 160 |
|
|
2021
Q2 | $173K | Sell |
755
-130
| -15% | -$29.8K | 0.02% | 153 |
|
|
2021
Q1 | $196K | Buy |
885
+379
| +75% | +$83.9K | 0.04% | 127 |
|
|
2020
Q4 | $99K | Buy |
506
+205
| +68% | +$40.1K | 0.02% | 171 |
|
|
2020
Q3 | $45K | Hold |
301
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $43K | Buy |
+301
| New | +$43K | 0.01% | 199 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$4K | – | 433 |
|
|
2018
Q3 | $4K | Sell |
22
-203
| -90% | -$36.9K | ﹤0.01% | 354 |
|
|
2018
Q2 | $37K | Hold |
225
| – | – | 0.01% | 235 |
|
|
2018
Q1 | $34.2K | Hold |
225
| – | – | 0.02% | 239 |
|
|
2017
Q4 | $34K | Hold |
225
| – | – | 0.02% | 235 |
|
|
2017
Q3 | $33K | Sell |
225
-446
| -66% | -$65.4K | 0.02% | 234 |
|
|
2017
Q2 | $95K | Hold |
671
| – | – | 0.06% | 135 |
|
|
2017
Q1 | $92K | Sell |
671
-125
| -16% | -$17.1K | 0.06% | 135 |
|
|
2016
Q4 | $107K | Buy |
+796
| New | +$107K | 0.09% | 122 |
|