GWA
Guidant Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.32M | Sell |
17,230
-245
| -1% | -$47.2K | 1.23% | 25 |
|
|
2019
Q2 | $3.51M | Sell |
17,475
-79
| -0.5% | -$15.9K | 1.36% | 22 |
|
|
2019
Q1 | $3.45M | Sell |
17,554
-499
| -3% | -$98.1K | 1.35% | 23 |
|
|
2018
Q4 | $3.03M | Buy |
+18,053
| New | +$3.03M | 1.41% | 22 |
|
|
2017
Q3 | – | Sell |
-17,999
| Closed | -$3.03M | – | 212 |
|
|
2017
Q2 | $3.03M | Sell |
17,999
-2,204
| -11% | -$371K | 1.56% | 23 |
|
|
2017
Q1 | $3.19M | Sell |
20,203
-4,095
| -17% | -$646K | 1.67% | 23 |
|
|
2016
Q4 | $3.81M | Sell |
24,298
-11,246
| -32% | -$1.76M | 2.16% | 16 |
|
|
2016
Q3 | $5.26M | Buy |
+35,544
| New | +$5.26M | 3.24% | 10 |
|