Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $962K | Buy |
6,336
+156
| +3% | +$23.7K | 0.62% | 51 |
|
|
2017
Q4 | $942K | Buy |
6,180
+420
| +7% | +$64K | 0.58% | 51 |
|
|
2017
Q3 | $854K | Buy |
5,760
+241
| +4% | +$35.7K | 0.56% | 53 |
|
|
2017
Q2 | $777K | Buy |
5,519
+240
| +5% | +$33.8K | 0.53% | 58 |
|
|
2017
Q1 | $725K | Buy |
5,279
+37
| +0.7% | +$5.08K | 0.53% | 71 |
|
|
2016
Q4 | $706K | Sell |
5,242
-3,905
| -43% | -$526K | 0.59% | 50 |
|
|
2016
Q3 | $1.14M | Sell |
9,147
-5,280
| -37% | -$656K | 0.86% | 36 |
|
|
2016
Q2 | $1.66M | Buy |
14,427
+509
| +4% | +$58.5K | 1.37% | 26 |
|
|
2016
Q1 | $1.54M | Buy |
13,918
+2,176
| +19% | +$241K | 1.44% | 21 |
|
|
2015
Q4 | $1.32M | Buy |
+11,742
| New | +$1.32M | 1.26% | 23 |
|