Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.03M | Buy |
16,976
+290
| +2% | +$34.7K | 0.85% | 31 |
|
|
2014
Q3 | $1.83M | Buy |
16,686
+885
| +6% | +$96.8K | 0.76% | 34 |
|
|
2014
Q2 | $1.88M | Buy |
15,801
+2,125
| +16% | +$252K | 0.83% | 32 |
|
|
2014
Q1 | $1.59M | Buy |
13,676
+2,385
| +21% | +$277K | 0.78% | 37 |
|
|
2013
Q4 | $1.3M | Sell |
11,291
-525
| -4% | -$60.6K | 0.76% | 35 |
|
|
2013
Q3 | $1.26M | Buy |
11,816
+470
| +4% | +$50.1K | 0.76% | 35 |
|
|
2013
Q2 | $1.1M | Buy |
+11,346
| New | +$1.1M | 0.7% | 34 |
|