HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-127
| Closed | -$36K | – | 219 |
|
|
2020
Q4 | $36K | Buy |
127
+26
| +26% | +$7.37K | 0.01% | 213 |
|
|
2020
Q3 | $22K | Sell |
101
-26
| -20% | -$5.66K | 0.01% | 206 |
|
|
2020
Q2 | $26K | Hold |
127
| – | – | 0.01% | 197 |
|
|
2020
Q1 | $20K | Hold |
127
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $27K | Buy |
+127
| New | +$27K | 0.01% | 190 |
|