Fortis Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-47
| Closed | -$10K | – | 353 |
|
|
2019
Q4 | $10K | Hold |
47
| – | – | 0.01% | 266 |
|
|
2019
Q3 | $9K | Hold |
47
| – | – | ﹤0.01% | 270 |
|
|
2019
Q2 | $9K | Hold |
47
| – | – | ﹤0.01% | 299 |
|
|
2019
Q1 | $9K | Buy |
+47
| New | +$9K | ﹤0.01% | 288 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$3K | – | 310 |
|
|
2018
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 298 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 296 |
|
|
2017
Q4 | $2K | Sell |
13
-380
| -97% | -$58.5K | ﹤0.01% | 277 |
|
|
2017
Q3 | $70K | Buy |
+393
| New | +$70K | 0.05% | 149 |
|