Fusion Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-569
| Closed | -$62K | – | 112 |
|
|
2015
Q3 | $62K | Hold |
569
| – | – | 0.15% | 92 |
|
|
2015
Q2 | $71K | Buy |
+569
| New | +$71K | 0.06% | 125 |
|
|
2014
Q4 | – | Sell |
-292
| Closed | -$32K | – | 156 |
|
|
2014
Q3 | $32K | Sell |
292
-9
| -3% | -$986 | 0.03% | 123 |
|
|
2014
Q2 | $36K | Sell |
301
-38
| -11% | -$4.55K | 0.03% | 135 |
|
|
2014
Q1 | $39K | Sell |
339
-6,429
| -95% | -$740K | 0.04% | 135 |
|
|
2013
Q4 | $781K | Buy |
+6,768
| New | +$781K | 0.58% | 45 |
|