First Western Capital Management’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
Q1 | – | Sell |
-41,537
| Closed | -$4.68M | – | 104 |
|
|
2015
Q4 | $4.68M | Buy |
41,537
+3,304
| +9% | +$372K | 1.46% | 15 |
|
|
2015
Q3 | $4.18M | Sell |
38,233
-4,469
| -10% | -$488K | 1.39% | 17 |
|
|
2015
Q2 | $5.33M | Sell |
42,702
-1,101
| -3% | -$137K | 1.71% | 11 |
|
|
2015
Q1 | $5.45M | Sell |
43,803
-5,278
| -11% | -$656K | 1.64% | 12 |
|
|
2014
Q4 | $5.87M | Buy |
49,081
+6,542
| +15% | +$783K | 1.73% | 10 |
|
|
2014
Q3 | $4.65M | Buy |
+42,539
| New | +$4.65M | 1.38% | 17 |
|